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Financial Advisor

Financial Advisor

New York Life Insurance Company - MilwaukeeMilwaukee, WI, US
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Job Description

Job Description

At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

What we offer...

Wide range of products to address clients’ needs.

With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include life insurance, annuities, long-term care insurance, and investment products offered through our broker-dealer arm, NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division.

You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients.

Flexibility to operate your practice.

With the flexibility to work in one of our 120 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice.

Support and development opportunities to grow your practice.

New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Management Model, we provide the opportunity to specialize and hone market expertise in areas such as wealth management, estate planning, and business solutions.

Beyond formal continuing education opportunities and subsidies for obtaining industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing agents.

Compensation :

$134,000 at plan yearly

Responsibilities :

How we will compensate you :

  • You have the power to drive your own income with our commission-based compensation. The average income of our more than 12,000 financial professionals who sold at least one life insurance policy in 2020 was $91,351. The average income of nearly 6,000 of our Registered Reps who sold at least one life insurance policy in 2020 was $134,369. Benefits include medical, dental, vision, a 401(k), and a pension

Qualifications : 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 our position in the industry

  • Training Magazine 2021 : Top Companies for Learning and Development
  • Fortune Magazine 2021 : New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance : Life and Health
  • JD Power Award 2020 : #1 in the Best Annuity Provider category and #6 in the Best Life Insurer rankings
  • We’re proud to be recognized by organizations that also value diversity

  • 2021 Forbes Best Employers for Diversity : New York Life ranks #82 out of the 500 companies recognized
  • LATINA Style 2019 : Company of the Year
  • Forbes 2019 : America’s Best Employers for Diversity
  • Diversity Inc 2018 : Top 50 Companies for Diversity
  • We’re proud of the help we’ve provided and continue to provide clients

  • 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies)
  • $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid)
  • $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products)
  • Over 29,000 professionals hired (including company employees, along with contracted financial professionals)
  • New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity

    Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 5 / 18 / 20. For methodology, please see http : / / fortune.com / fortune500 / . 2. Individual Third-Party Rating Reports for financial strength : A.M. Best A++ (7 / 22 / 20), Fitch Ratings AAA (as of 12 / 10 / 20), Moody’s Aaa (as of 1 / 6 / 21), and Standard Poor’s AA+ (as of 10 / 14 / 20). 3. New York Life agents have led the Million Dollar Round Table for 67 consecutive years. 2,283 of MDRT members are New York Life professionals. Source : MDRT, July 2021 4. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. 5. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. 6. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 7. Dividends are not guaranteed. 8. Full list of our awards is available here : https : / / www.newyorklife.com / newsroom / our -awards-and-recognition 9. Source : Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score. 10. All figures on this page reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC,) for the 12 months ending December 31, 2020. AR10511_092021 SMRU1900837 (Exp.09.23.2023)

    About Company

    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 long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. New York Life accepts applications to become a financial professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program.

    New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity. New York Life Insurance Company

    AR10901.052024 SMRU5058493 (Exp.04.30.2025)

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