Description
At New York Life, we believe in empowering people to take control of their financial futures - both for themselves and the clients they serve. As a Financial Agent , you'll build lasting relationships, help individuals and families achieve financial security, and grow a rewarding business of your own.
This is more than a sales role - it's a career with purpose , flexibility, and unlimited growth potential. You'll receive world-class training, mentorship, and the support of a Fortune 100 company with over 180 years of financial strength and stability
Responsibilities
- Develop and maintain long-term relationships with clients to help them reach their financial goals.
- Educate clients on financial strategies such as retirement planning, college funding, and income protection.
- Provide customized solutions through life insurance, annuities, long-term care, and investment products.
- Build and manage your own client base through networking, referrals, and community engagement.
- Maintain active communication with clients to ensure their evolving needs are met.
- Pursue continued professional development through New York Life's training and mentorship programs.
Qualifications
Strong communication and interpersonal skills.Business mindset with a drive to build a business.Self-disciplined, coachable, and motivated to achieve goals.Passion for helping others achieve financial security.Bachelor's degree preferred (not required).Previous experience in sales, business, finance, management, or entrepreneurship is a plus.Must be able to obtain applicable state insurance licenses (and securities licenses if offering investment products).U.S. work authorization required.