Financial Sales

Job Description

Job Description

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent

At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the

financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer

relationship management (CRM) and communication, and providing you with a development team and sales support to

guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small

businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your

clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for

retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your

work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized

coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so

committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds,

if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-

performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including

experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you

attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term

care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer,

NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you

develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize

and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered

investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups,

mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our commission-based compensation. In 2024, the average

income of our financial professionals under the N8 and N9. Agent’s Contract who met annual minimum sales production

requirements was $120,555. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5

For more information about commission-based income and benefits for financial professionals, please follow this link https : / / www.newyorklife.com / careers / financial - professionals / income -and-benefits.

Company Description

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans : from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source : Individual Third-Party Ratings Reports as of 7 / 30 / 18.

2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019

3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking : https : / / fortune.com / worlds -most-admired-companies / To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.

4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see http : / / fortune.com / fortune500 / .

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / General Identity

SMRU 1822201 7 / 1 / 20

Company Description

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans : from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.\r\n\r\n\r\n\r\n