Financial Advisor at New York Life - West Texas General Office Lubbock, TX

Company Overview

New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation.

• Life insurance, annuities, long‑term care, and disability insurance
• Investment solutions through NYLIFE Securities LLC (FINRA/SIPC)
• Advisory services via Eagle Strategies LLC, a Registered Investment Adviser
• Group health and business solutions through sponsored marketing agreements
• Advanced Planning Group support for complex and high‑net‑worth cases

• No competition from internal teams, 100% support
• Specialization paths in advanced markets: retirement, estate, business, and wealth planning
• Continuing education, study groups, mentorships, and peer collaboration
• Incentive programs, recognition, and development trips for top producers

• In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 agents averaged $1.68M
• Full‑time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension

• Develop and implement comprehensive financial plans tailored to clients’ needs and goals.
• Conduct a thorough financial analysis and provide insights on investment management and cash flow.
• Advise clients on estate planning, tax strategies, and wealth management options.
• Utilize financial software to track and manage client portfolios effectively.
• Build and maintain strong customer relationships through excellent communication and service.
• Stay updated on financial regulations and market trends to provide informed advice.

• Preferred:
  Bachelor’s degree in finance, business, or a related field.
• Strong understanding of financial concepts and investment strategies.
• Proven sales experience with a focus on customer service excellence.
• Ability to analyze financial data and provide actionable insights.
• Excellent communication skills, both verbal and written.
• Familiarity with financial software tools is a plus.

New York Life Insurance Company is an equal opportunity employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.