We are looking for motivated, business-minded, and 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.
Training Provided
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 forward-thinking 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:-
Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Build and maintain long-term relationships with clients by understanding their financial goals and providing ongoing support.
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Develop personalized financial strategies and recommend solutions to help clients protect and grow their financial future.
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Prospect for new clients through networking, referrals, and community involvement.
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Conduct regular client reviews to ensure financial plans remain aligned with changing needs and objectives.
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Participate in training and professional development while maintaining compliance with company policies and industry regulations.
Qualifications:-
Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- Valid insurance license required or candidates must be willing to get licensed
- Experience using accounting or sales-related software is beneficial
- Bachelor’s degree preferred; high school diploma mandatory
- 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)
