Financial Services Professional

Job Description

Job Description

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If you answered yes, consider a career as a New York Life insurance agent, where you’ll have the opportunity to make a real difference in the lives of individuals and families every day. At New York Life, you control your professional journey. Backed by a Fortune 100 company and a leader in the financial services industry, we invest in your success from day one. You’ll receive in-depth training in key areas like marketing, CRM (customer relationship management), and communication, along with the dedicated support you need to grow and thrive.

What we’re looking for...

We’re seeking individuals who are passionate about creating lasting impact in the financial lives of individuals, families, and small business owners. This isn’t just a sales role—it’s a purpose-driven career with significant growth potential. As a New York Life insurance agent, you’ll guide clients through important financial decisions—such as retirement planning, protecting income, or saving for education—with clarity and care. Your work can have a multigenerational impact. And as you help others build their futures, you’ll grow both personally and professionally right alongside them.

What we offer...

Training and development

Our comprehensive training program is designed to position you for long-term success. You'll have access to an industry-leading learning platform, one-on-one coaching, and the opportunity to earn respected industry designations. To help you stay focused during your ramp-up period, we offer financial subsidies during your first two full-time contract years (if qualified). In addition, top-performing agents are recognized with sales incentives and exclusive professional development experiences.

Digital tools

To support your daily success, we provide a suite of digital tools for prospecting, sales, and marketing. You’ll also have access to expert guidance in real time, plus curated content for web, email, and social media—designed to help you attract and retain clients more effectively.

Products and solutions

New York Life and its subsidiaries offer a full range of financial solutions, including life insurance, annuities, long-term care, and disability income insurance. Through NYLIFE Securities LLC (member FINRA / SIPC), we also provide investment solutions like mutual funds. As your career advances, you may choose to specialize by becoming a financial advisor with Eagle Strategies LLC, our investment advisory firm, offering wealth management, estate planning, and business solutions.

Human guidance

At New York Life, you’re never on your own. You’ll be part of a collaborative and supportive team culture that includes mentorship, peer groups, and shared learning opportunities, helping you grow alongside other professionals who are equally driven and values-focused.

How we will compensate you.

At New York Life, your income potential is performance-driven and entirely in your hands, thanks to our commission-based compensation structure.

In 2023, agents working under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements earned an average income of $117,359 . Your income will reflect your individual success and effort. Full-time agents are also eligible for a full benefits package, including medical, dental, vision, life, and disability insurance, plus access to a 401(k) and pension plan. To learn more about commission-based compensation and available benefits, visit :

https : / / www.newyorklife.com / careers / financial - professionals / income -and-benefits

About New York Life...

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 the long-term success

of clients.

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 the training we offer.

Chief Learning Officer : 2023 CLO Learning Elite Gold award

We’re proud to be recognized by organizations that also value diversity.

Human Rights Campaign : 2023 / 2024 Corporate Equality Index

Forbes 2023 : America’s Best Employers for Diversity

Seramount : 2023 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide to clients.

3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies

937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Compensation : 60,000 - $1,000,000+

Responsibilities :

Participate fully in all scheduled training sessions

Leverage digital tools and platforms efficiently

Pursue ongoing learning and professional development

Strive to consistently achieve and surpass production targets

Qualifications :

Integrity

Strong work ethic

Professional demeanor

Persuasive and confident

Resilience

Goal-oriented

Coachability

Natural relationship builder

Business mindset

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 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 the long-term success for clients.