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Entry Level - Financial Advisor

Entry Level - Financial Advisor

New York Life Insurance CompanyKalamazoo, MI, US
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Job Description

Job Description

Kick-start your career in insurance and financial services with one of the most respected names in the industry. New York Life Insurance Company, a Fortune 100 company, is dedicated to helping individuals and families achieve long-term financial security and we want you to grow with us.

We offer a structured training and mentoring program that combines hands-on experience, personalized coaching, and ongoing professional development. Recognized as an industry leader in training, New York Life will invest in your success every step of the way.

As a Financial Professional in Training, you'll work alongside an experienced agent, build foundational knowledge, and gain the tools and licenses you need to thrive all in a flexible hybrid work environment.

Benefits

Commission Only

Career Growth Opportunities

Disability Insurance

Hands on Training

Life Insurance

Retirement Plan

Comprehensive, industry-leading training and mentorship from experienced professionals

All licensing costs covered, including Life, Health, and Securities (Series 6 / 63 or 7 / 66)

Company-paid advanced professional designations, such as FSCP, ChFC, RICP, WMCP, and BSP

Full benefits package, including : Health, dental, and vision insurance

401(k)

24-month financial subsidy program to support income stability as you build your practice

A mission-driven career where you can make a lasting impact on the financial well-being of others

Commission-based compensation model with no income cap earn based on your performance and client success

A hybrid remote work environment with strong local team support

Long-term residual income opportunities, providing ongoing earnings from existing client relationships

The ability to set your own income goals and schedule, with the flexibility of building your own business

Responsibilities

  • Participate in our training and mentoring program, learning directly from experienced financial professionals
  • Study and sit for licensing exams, fully sponsored by New York Life (life, health, and securities)
  • Assist in delivering personalized financial guidance, insurance solutions, and planning strategies to clients
  • Support and observe client meetings, presentations, and financial planning discussions
  • Build and manage relationships with prospective and existing clients
  • Develop your own client base with guidance from your mentor and local team
  • Stay current on industry products, compliance standards, and market trends
  • Represent New York Life with integrity, professionalism, and client-first service

Requirements

  • Strong interest in financial services, personal finance, or client advising
  • Ambitious, self-motivated, and driven to build a long-term career
  • Excellent communication and interpersonal skills
  • Willingness to obtain required licenses and certifications
  • Bachelors degree preferred, but not required
  • Must be authorized to work in the United States
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