EntryLevel Financial Advisor

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a self‑motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long‑term strategy to achieve their financial goals. Training, support, and professional development:
New York Life offers a comprehensive three‑year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

New York Life is among the strongest and most respected financial companies in the world. It has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies. For 65 consecutive years, it has led the Million Dollar Round Table with more members than any other insurance or financial institution in the world.

New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• 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.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Hire, develop, and help expand our field of advisors across the state.
• Lead and motivate the sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to ensure their success.
• Coach and counsel sales team members, evaluate their performance, and offer suggestions for improvement.
• Identify new sales opportunities, emerging markets, and lead‑generation programs to keep us growing.
• Build and execute business plans to expand our sales volume and help create new sales goals.
• Aid agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
• Transition into management as an Associate Partner once you have achieved the program requirements.
• Develop a personalized, long‑term strategy and gain hands‑on experience while assisting clients in identifying and achieving their financial goals.
• Select, hire, and grow your financial professional team as an associate partner.
• Hone your skills and facilitate success as a manager by participating in our intensive, six‑month Associate Partner Training Program.

• Effective relationship management skills.
• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Successfully network and prospect for new clients.
• 3‑5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department.
• Exemplary communication, leadership, and analytical skills.
• Proven track record of sales success.
• Experience in the financial services industry and/or insurance industry is required.

• Highly motivated.
• Goal‑oriented.
• A strong communicator.
• Organized.
• Seeking a rewarding and challenging career.

$80,000 – $100,000 at plan