What are the responsibilities and job description for the Financial Representative position at New York Life?
New York Life, founded in 1845, is a leading financial services company providing comprehensive life insurance, annuities, and investment products. As one of the largest mutual life insurance companies in the U.S., we are distinguished by our financial strength, integrity, and dedication to client-focused service. Our mission is to empower individuals and businesses with customized financial solutions designed to meet their unique needs and long-term goals. In 2025, we proudly celebrate 180 years of helping individuals, families, and businesses secure their financial futures. Our legacy is built on trust, longevity, and a mission to provide lasting financial security.
✅ A (Superior) – A.M. Best
✅ AAA (Exceptional) – Fitch
✅ Aaa (Highest) – Moody’s
✅ AA (Very Strong) – S&P
As a Financial Representative, you will play a critical role in helping clients develop financial strategies for their futures using a range of financial products and services. We are committed to providing our Financial Representatives with the training, mentorship, and support needed to excel in their roles. Join our team and help clients secure their financial futures while unlocking your earning potential.
- Build and maintain strong, long-term relationships with clients to understand their financial objectives and needs.
- Provide tailored insurance solutions, including life insurance, retirement planning, and wealth protection, customized to each client’s unique situation.
- Generate new business opportunities through referrals, networking, and strategic marketing efforts.
- Conduct in-depth financial assessments to deliver well-informed recommendations.
- Manage a portfolio of clients, ensuring their insurance policies remain current and aligned with their changing financial goals.
- Convert prospects into clients by effectively conveying the benefits of insurance products and services.
- Uphold industry regulations and adhere to New York Life’s high ethical standards.
Qualifications:
- Strong interpersonal and communication skills.
- Entrepreneurial mindset with a drive for success.
- Highly motivated, organized, and detail-oriented.
- Previous experience in sales or the Financial Services industry is a plus.
- Willingness to obtain necessary licensing (sponsored by New York Life).
- 401(k)
- Full benefits (health/vision/dental)
- Flexible schedule
- Tuition reimbursement
- Bonus opportunities
- Commission pay
- Licensing (sponsored by New York Life)
Work Location: In person
