Insurance Specialist

Expires on April 4, 2026

Full‑time Job:
Accounting, Data Analytics, Economics & Finance

Self‑disciplined

Montana, United States (Hybrid)

At New York Life, we are dedicated to helping individuals and families achieve financial security and peace of mind. With over 175 years of experience, we are a trusted leader in the financial services industry, offering a wide range of products including life insurance, disability insurance, and comprehensive financial planning services.

Are you passionate about helping others achieve their financial goals? Do you have a knack for building relationships and providing exceptional customer service? If so, we invite you to join our team as a Financial Planning and Insurance Advisor at New York Life.

• Client Relationship Management:
  Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
• Financial Planning:
  Develop and implement personalized financial plans that include life insurance, disability insurance, and other financial products.
• Sales and Marketing:
  Identify and pursue new business opportunities through networking, referrals, and community engagement.
• Education and Guidance:
  Educate clients on the benefits of financial planning and insurance products, helping them make informed decisions.
• Compliance:
  Ensure all activities comply with industry regulations and company policies.

• Comprehensive Training:
  Receive extensive training and support to help you succeed in your role. It is the best training available in our marketplace to make you a powerful force in financial planning.
• Competitive Compensation:
  Enjoy a competitive salary while you learn with performance‑based incentives and bonuses.
• Career Growth:
  Opportunities for professional development and career advancement within the company.
• Supportive Environment:
  Work in a collaborative and supportive team environment.
• Work‑Life Balance:
  Flexible work schedule to help you balance your personal and professional life.

• Education:
  
  Bachelor’s degree in finance, business, or a related field preferred.
• Experience:
  
  Previous experience in financial planning, insurance sales, Sales management or a related field is a plus.
• Skills:
  
  Strong communication, interpersonal, and analytical skills. Ability to work independently and as part of a team.
• Licenses:
  Must have or be willing to obtain relevant insurance licenses.

At New York Life, we believe in the power of helping others achieve their dreams. As a Financial Planning and Insurance Advisor, you will have the opportunity to make a meaningful impact on the lives of your clients while building a rewarding and fulfilling career.

Join us and be part of a company that values integrity, excellence, and a commitment to making a difference.

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 generations of citizens 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 our clients.

New York Life is an Equal Opportunity Employer – M/F/Disability/Sexual Orientation/Gender Identity. ( SMRU
5021157 – Exp. 05.30.2025)