Financial Services Representative

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. You will help clients make our financial products and services available to those seeking a sustainable approach to a sound financial future. New York Life offers a comprehensive three‑year training program, marketing support, and ongoing professional development. You will work with experienced agents and managers who help you grow a personal clientele and provide long‑term financial security to clients.

• Research and provide financial advice and strategies through educational meetings or seminars tailored to a client’s risk tolerance and financial objectives.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from a trusted financial service professional.
• Collect personal financial information from each client, including status, cash flow, and expectations, and document it in our CRM.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other products.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products we offer.
• Participate in educational meetings or seminars relevant to the client’s risk tolerance and financial objectives for research before offering sound financial advice.
• Maintain flexibility in scheduling and collaborate with teammates.

• Effective relationship‑management skills.
• Strong networking ability to identify potential new clients.
• Uncompromising integrity and strong communication skills for complex programs and ideas.
• Ability to convey complicated concepts and maintain principles such as honesty and integrity.
• Preferred:
  Life & Health license.
• Competitive, self‑motivated, and focused on results.

Base salary of $100,000 per year plus plan commission.

• Medical, dental, vision, long‑term disability, and group term life insurance immediately available for full‑time agents and their dependents.
• Access to an internal Benefits Portal for additional resources.

A Licensed Insurance Agency – Equal Opportunity Employer M/F/D/V. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.