Financial Professional

Greater San Francisco office locations include San Francisco, San Mateo, and Fremont, California.

Build a career that’s designed to last.

For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.

As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages.
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services.

• Self‑motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long‑term learning and growth, not just a short‑term role
• You have the power to determine your own income with our commission‑based compensation
• In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income.
• Benefits for eligible full‑time agents include medical, dental, life and long‑term disability coverages, 401(k), and pension.

For more information about commission‑based income and benefits for financial professionals, please follow this link:

If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation.

The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply.