Financial Professional
A Financial Professional career is worth exploring if you are searching for a role where you can grow, lead, and take responsibility for your results.
People who thrive in this role often describe themselves as:
- Competitive
- Entrepreneurial
- Open to coaching and feedback
- Strong communicators
- Self-disciplined
- Genuine and values-driven
At New York Life, you have the ability to shape your own career path while doing meaningful work. As a Fortune 100 company with a long-standing presence in the financial services industry, we invest in our professionals from day one. You’ll receive training in areas like marketing, client relationship management, and communication, along with access to a development team and ongoing support from your direct Partner as you build your practice.
About the Role
This career is centered on helping individuals, families, and small businesses make thoughtful financial decisions. It’s not about quick transactions — it’s about building long-term relationships and providing guidance during some of life’s most important moments.
As a Financial Professional, you’ll help clients navigate topics that often feel overwhelming, such as retirement planning, protecting loved ones, and saving for future goals like education. Over time, you’ll be able to see the real impact of your work as your clients’ needs evolve and their plans take shape.
Training & Development
We provide a comprehensive training experience includes and industry-leading learning platform, personalized on-on one coaching, and opportunities to pursue professional designations.
To support you early in your career, New York Life offers subsidized training during your first two full-time contract years (for those who qualify), helping provide financial stability as you grow your business. High-performing professionals are also recognized through incentives and professional development opportunities.
Tools & Support
You’ll have access to a range of digital tools designed to support your day-to-day work, including client management systems, marketing resources, and on-demand expert support. These tools are intended to help you stay organized, communicate effectively, and build lasting client relationships.
Just as important, you’ll be part of a team. Peer support, mentorship, and collaborative learning are core parts of the New York Life experience.
Products & Areas of Focus
New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products offered through NYLIFE Securities LLC (member FINRA and SIPC).
As your career develops, you may choose to specialize further — for example, pursuing opportunities in wealth management, estate planning strategies, or business solutions through Eagle Strategies LLC, our registered investment advisor (subject to qualifications).
Compensation & Benefits
This role offers commission-based compensation, allowing you to directly influence your income based on your performance and the business you build. In 2024, the average income for qualifying Financial Professionals under the N8 and N9 Agent Contracts who met annual production requirements was $120,555.*
Eligible full-time professionals may also have access to benefits including medical, dental, vision, life and disability insurance, as well as retirement plans (401K and pension).
About New York Life
Founded over 180 years ago, New York Life has a long history of helping people protect what matters most. As a mutual company, we are accountable to our policyholders — not shareholders — allowing us to focus on long-term client relationships and financial strength.
We’re proud to be recognized by the following organization:
Fortune 2024: World’s Most Admired Companies • Handshake 2025: Early Talent Award • Forbes 2024: America’s Best Employers for Diversity • Seramount: 2024 Best Companies for Multicultural Women
1 Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2 If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4 This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5 Based on 2024 company data for 111 Managing Partners, 89 Senior Partners, and 404 Partners/Associate Partners who were active as of December 31, 2024. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development, and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. 6 A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition. 7 All figures 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, 2024. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1.227 trillion at December 31, 2024 (including $183.6 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation.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.
Job Type: Full-time
Pay: Up to $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Education:
Experience:
- Sales : 1 year (Preferred)
Work Location: Hybrid remote in Fargo, ND 58103
