Company Description
New York Life is one of the largest and most respected mutual life insurance companies in the United States. Founded in 1845, New York Life helps individuals, families, and businesses achieve financial security through life insurance, retirement planning, investment solutions, long-term care planning, and wealth accumulation strategies. As a mutual company, New York Life is focused on the long-term interests of its policy owners and is recognized for its financial strength, stability, and commitment to client service.
Position Summary
As a Financial Services Professional, you will build your own practice while helping clients protect what matters most and prepare for their financial futures. This role combines relationship-building, financial planning, and business development. You will work with individuals, families, and business owners to identify their goals and provide customized insurance and financial solutions. New York Life provides industry-leading training, mentorship, marketing support, and professional development opportunities to help you build a successful career.
Key Responsibilities
- Develop and maintain relationships with prospective and existing clients.
- Conduct fact-finding meetings to assess financial goals, insurance needs, and retirement objectives.
- Create personalized financial strategies using life insurance, annuities, retirement solutions, and other financial products.
- Educate clients on risk management, wealth protection, and legacy planning.
- Generate new business through networking, referrals, community involvement, and prospecting activities.
- Build and execute a business plan to grow your client base.
- Maintain ongoing client relationships through annual reviews and service meetings.
- Stay current on industry trends, products, and regulatory requirements.
- Participate in training, coaching, and professional development programs.
Qualifications
- Strong interpersonal and communication skills.
- Entrepreneurial mindset with a desire to build a business.
- Self-motivated, disciplined, and goal-oriented.
- Ability to build trust and develop long-term relationships.
- Bachelor's degree preferred but not required.
- Sales, customer service, business development, or leadership experience is a plus.
- Ability to obtain state insurance licenses and applicable securities registrations.
What We Offer
- Comprehensive training and mentorship.
- Competitive commission-based compensation with performance incentives.
- Marketing and business development support.
- Access to a broad portfolio of insurance and financial products.
- Opportunities for career advancement into leadership and management roles.
- Benefits package, including retirement and health benefits for eligible professionals.
- The ability to make a meaningful impact on the financial well-being of clients and their families.
Ideal Candidate
The ideal candidate is competitive, coachable, entrepreneurial, and passionate about helping others. They enjoy building relationships, solving problems, and creating financial strategies that help clients achieve peace of mind and long-term financial success.