Financial Services Professional

Job Description

Job Description

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life 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 career. 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 funds1 through our broker-dealer arm, 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 investment advisory division, to offer wealth management and advisory services,2 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.

At New York Life, your income potential is performance-driven and entirely in your hands, thanks to our commission-based compensation structure.

In 2024, agents working under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements earned an average income of $120,555 . Your income will reflect your individual success and effort. Full-time agents are also eligible for a full benefits package, including medical, dental, vision, life, and disability insurance, plus access to a 401(k) and pension plan. To learn more about commission-based compensation and available benefits, visit :

https : / / www.newyorklife.com / careers / financial - professionals / income -and-benefits

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success

of clients.

Awards Accolades...

We’re proud of our financial strength.

A++ Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moody’s)

AA+ Very Strong (Standard Poor’s)

We’re proud of the training we offer.

Chief Learning Officer : 2023 CLO Learning Elite Gold award

We’re proud to be recognized by organizations that also value diversity.

Human Rights Campaign : 2023 / 2024 Corporate Equality Index

Forbes 2023 : America’s Best Employers for Diversity

Seramount : 2023 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide to clients.

3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies

$937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

$5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Compensation :

$60,000 - $1,000,000+

Responsibilities :

Participate fully in all scheduled training sessions

Leverage digital tools and platforms efficiently

Pursue ongoing learning and professional development

Strive to consistently achieve and surpass production targets

Qualifications :

Integrity

Strong work ethic

Professional demeanor

Persuasive and confident

Resilience

Goal-oriented

Coachability

Natural relationship builder

Business mindset

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for clients.