Experienced Financial Advisor / Wealth Advisor /Retirement Planner
Job DescriptionJob Description
Eager to join an experienced team at New York Life?
We are looking for an experienced life insurance agent, wealth advisor, or registered representative to join our team. If you’re ready to take your practice to the next level of success, our successful financial professionals are committed to mentoring you.
In addition to having access to a mentor, a sales development manager, and product consultants, you’ll have access to NYLIC University, New York Life's well-known training program. New York Life's blended-learning curriculum is designed to meet your professional development needs throughout the various stages of your career.
- Ready to specialize? When you join New York Life, you’ll have a clear path to specialization. Thanks to New York Life's exclusive partnership with The American College of Financial Services, you will be able to deepen your expertise in one or more of the practice model tracks:
- Financial Guidance
- Retirement Planning
- Wealth Advisory
- Business Solutions
- Estate Planning
Who we’re looking for.
- Life / Health Licensed Agents
- Registered Reps
- Investment Advisor Reps
What New York Life offers.
- New York Life will value and reward your hard work. You'll have significant income potential because our commission-based compensation is directly aligned with sales performance
And New York Life's comprehensive benefits package for eligible full-time agents includes:
- Health/Dental/Life/
- A 401(k) plan (after one year of service)
- A defined benefit pension plan (subject to eligibility and vesting requirements)
- Reimbursement for certain company-approved industry designations
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 175 years, helping 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.
Contact New York Life today to discover what making a living while making a difference is all about.
New York Life is an Equal Opportunity Employer – M/F/Veteran// / SMRU 7212384 Exp 06-30-2025
Compensation:
$100,000
Responsibilities:
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Qualifications:
- Ability to successfully network to prospect new potential clients is a must
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Strong relationship management skills and/or experience required
About Company
New York Life offers a comprehensive suite of insurance and financial solutions designed to help individuals, families, and businesses build a secure future. As the largest mutual life insurance company in the U.S., our focus is on long-term value, not shareholder returns. We provide life insurance, retirement income, investment strategies, and estate planning tailored to each client’s needs. Our financial professionals take a relationship-based approach, delivering trusted guidance rooted in integrity and care. With over 175 years of financial strength and stability, New York Life is committed to helping clients protect what matters most, plan for the future, and leave a meaningful legacy.