We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional, you will help individuals, families, and business owners create personalized financial strategies designed to protect their loved ones, accumulate wealth, and prepare for retirement.
This is more than a traditional sales position—it's an opportunity to build your own career while receiving the support, training, and mentorship of one of the nation's most established financial services organizations. You'll have the flexibility to grow your practice, expand your network, and create a career with long-term income potential.
If you're driven, coachable, and enjoy developing meaningful relationships, this career offers unlimited opportunities for personal, professional, and financial growth.
Please Note: Applicants must currently reside in New York to be considered for this opportunity.
No prior experience in financial services is required. We provide a comprehensive training program designed to help you succeed from day one.
Our training includes:
Comprehensive onboarding and licensing support
One-on-one mentorship from experienced leaders
Hands-on coaching and professional development
Sales, marketing, and business-building strategies
Financial planning and product education
Ongoing workshops, training sessions, and leadership development
Continued support as you build and grow your practice
Our goal is to provide you with the knowledge, resources, and confidence needed to build a successful and rewarding career.
Health insurance
Dental insurance
401(k)
Comprehensive training program
Training allowance and first-year stipend (for qualified candidates)
Expense allowance
Performance-based bonuses
Renewal and Trail income
Council trips and recognition programs
Flexible schedule with the opportunity to build your own career
Compensation is performance-based and designed to reward long-term success.
Year 1: $85,000 – $132,000
Year 3: $109,000 – $205,000
Year 5: $132,000 – $287,000
Year 10+: $239,000 – $500,000+
The ideal candidate is someone who:
Is self-motivated and goal-oriented
Enjoys building meaningful relationships
Has strong communication and interpersonal skills
Possesses a business mindset
Is committed to helping clients achieve financial security
Values integrity, professionalism, and exceptional customer service
Is eager to learn and grow through ongoing training and mentorship
Whether you're launching a new career or looking for an opportunity with unlimited growth potential, we'll provide the training, mentorship, and support to help you build a successful financial services practice.
Compensation:
$85,000 - $132,000
Responsibilities:-
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications:-
Bachelor's degree preferred (not required for all qualified candidates).
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Strong communication and interpersonal skills.
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Self-motivated with a forward-thinking mindset.
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Excellent time management and organizational abilities.
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Ability to build and maintain long-term client relationships.
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Comfortable networking and developing new business opportunities.
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Goal-oriented with a track record of achieving performance objectives.
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High level of integrity, professionalism, and ethical decision-making.
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Ability to work independently while collaborating with a supportive team.
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Customer service, sales, or business development experience is a plus but not required.
About Company
Founded in 1845, New York Life is one of the largest and most respected mutual life insurance companies in the United States. For over 180 years, we have helped individuals, families, and businesses achieve financial security through personalized guidance and a comprehensive range of insurance and financial solutions.
Our financial professionals receive industry-leading training, ongoing mentorship, and access to innovative tools designed to help them build successful, rewarding careers while making a meaningful impact in their communities.
If you're driven and passionate about helping others achieve their financial goals, New York Life offers the opportunity to build a career with purpose, flexibility, and unlimited growth potential.
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)
