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Financial Services Professional
Financial Services ProfessionalNew York Life -Orlando • Orlando, FL, US
Financial Services Professional

Financial Services Professional

New York Life -Orlando • Orlando, FL, US
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Job Description

Job Description

About the Opportunity

At New York Life , we’re dedicated to helping individuals, families, and businesses achieve financial security and peace of mind. As a Financial Services Professional , you’ll have the opportunity to build a meaningful career that combines professional growth, personal fulfillment, and the chance to make a lasting impact in your community.

This role is ideal for driven, business-driven individuals who are looking to take control of their career path, enjoy upside earning potential, and find purpose in helping others reach their financial goals.

Why New York Life

At New York Life, we don’t just offer jobs — we offer careers with purpose . Our team consists of passionate professionals who take pride in helping others achieve financial confidence. Join us and become part of a company recognized for its commitment to excellence, diversity, and community.

Compensation :

$99,000 - $125,500 yearly

Responsibilities :

  • Build and maintain relationships with clients through trust and long-term service.
  • Identify clients’ financial needs and objectives through fact-finding and analysis.
  • Develop customized strategies to help clients meet goals such as retirement planning, wealth accumulation, and income protection.
  • Provide ongoing guidance and support as clients’ needs evolve.
  • Participate in professional development and training programs to enhance your skills and industry knowledge.
  • Collaborate with mentors, managers, and partners to grow your career and client base.

What We Offer

  • Comprehensive training and mentorship from experienced professionals.
  • Competitive compensation structure including commissions, bonuses, and benefits.
  • Career advancement opportunities through performance-based recognition programs.
  • Flexibility and independence to build your own schedule and client relationships.
  • Access to industry-leading products and tools backed by New York Life’s 175+ years of strength and stability.
  • Qualifications :

  • Bilingual preferred but not required.
  • Strong communication, relationship-building, and problem-solving skills.
  • Self-motivated with a high degree of integrity and professionalism.
  • Business-Driven mindset and the ability to work independently.
  • Must be authorized to work in the United States.
  • Willingness to obtain state life and health insurance licenses (training provided).
  • Willingness to pursue FINRA registration (Series 6 or 7 and 63), supported and sponsored by New York Life.
  • About Company

    We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies : Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

  • For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
  • Some benefits include :

  • Health / Vision / Dental
  • 401(k) Matching / Pension
  • Paid Time Off
  • Outstanding Company Culture
  • Training / Education
  • Flexibility
  • Work / Life Balance
  • Hybrid Work Culture
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