Financial Professional

Our rapidly-expanding financial team is looking for a full-time Financial Professional agent to join our team! You’ll grow a list of prospective clients, market our insurance and investmentr products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you.

Careers with New York Life offer independence, upside income, defined advancement opportunities, paid training and education, and impact in our client's lives and communities. If you are interested in a bigger, better future, apply today!

About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA).

$80,000 - $100,000 at plan

• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

• Previous health insurance or life insurance experience a plus
• Client service experience as a sales representative a plus
• Familiarity with the Microsoft Office suite
• Active Life & Health insurance license is a strong bonus
• Must have graduated high school or received GED, a Bachelor’s degree is desired

• Candidates with active investment licenses preferred

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.

Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.