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Financial Advisor | Financial Representative | pension health

Job in Sandy, Salt Lake County, Utah, 84092, USA
Listing for: New York Life
Full Time position
Listed on 2026-07-13
Job specializations:
  • Sales
    Financial Sales, Insurance Sales
  • Finance & Banking
    Financial Sales, Insurance Sales
Salary/Wage Range or Industry Benchmark: 80000 - 135000 USD Yearly USD 80000.00 135000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor | Financial Representative | pension, 401k, health benefits,

Break Away from the Corporate Structure and Build Your Long-Term Career.

At New York Life, you don't have to wait for promotions, a pay raise, or be reprimanded for not giving 50 hours to the job. You control your own destiny, hours, and pay.

New York Life & NYLife Securities, LLC in Sandy is seeking ambitious, relationship-driven professionals to join our Utah office as Financial Advisors / Representatives. Whether you’re an experienced professional, a recent graduate, a business leader, or someone seeking a meaningful career change, we’ll provide the training, mentorship, and support you need to build a successful financial services practice.

This opportunity offers performance-based compensation, including a monthly training allowance (up to $3,000) to support your career transition. YOU KEEP 100% OF YOUR PERFORMANCE-BASED COMPENSATION - NO SHARING WITH MANAGEMENT

At our Utah office, t he average 1st-year professional is earning $80,000-$135,000 and has seen a 15-20% increase in the 2nd and 3rd years.

Benefits
  • Full benefits, health, 401k, pension, vision
  • Production, licensing, and achievement bonuses
  • Recognition and incentive programs
  • Long-term renewal income opportunities
  • Leadership and management career paths
Advisor Development

New York Life invests heavily in advisor development (about $300,000 in training invested in each employee):

  • Industry-leading training programs (built by Harvard Business Institute)
  • Ongoing Education & Certifications through American College of Financial Services
  • Mentorship from experienced advisors and leaders
  • Structured coaching and business development support
  • Professional licensing assistance (company pays for & bonuses if completed on timeline)
  • Proven business-building systems developed and refined over decades
What You’ll Do
  • Meet with prospective and existing clients to understand their financial goals and priorities
  • Develop customized financial and insurance strategies
  • Build long-term relationships through ongoing service and guidance
  • Grow your client base through networking, referrals, and community involvement
  • Educate clients on financial products and planning solutions
  • Stay current on industry trends, regulations, and professional development
  • Deliver exceptional client experiences through trust, integrity, and personalized service
Help Individuals, Families, and Business Owners
  • Protect their financial future using unique strategies
  • Build wealth and retirement strategies
  • Prepare for life’s unexpected events
  • Create confidence and financial security for future generations
Who Thrives in This Role?

We’re looking for individuals who are:

  • Entrepreneurial and self-motivated
  • Strong communicators who enjoy building relationships
  • Goal-oriented and competitive
  • Coachable and committed to personal growth
  • Driven by helping others succeed
  • Comfortable working independently while being part of a supportive team
  • Interested in building a long-term professional career

Career changers are encouraged to apply. Many successful New York Life advisors come from backgrounds in sales, business development, education, athletics, military service, hospitality, healthcare, management, and other client-focused professions.

Qualifications

Must hold a valid Green Card or be a U.S. Citizen and have:

  • Strong communication and relationship-building skills
  • Customer service or sales experience preferred
  • Ability to work toward performance goals in a results-driven environment
  • Willingness to obtain required insurance and financial licenses
  • Strong organizational skills and professional mindset
  • Self-motivation and a desire for continuous learning
  • High school diploma required; college degree preferred but not required
  • Ability to pass background screening and applicable compliance requirements
Why Join New York Life?

Your success is directly tied to the relationships you build, the value you provide to clients, and your commitment to growing your practice. As a Financial Advisor/ Professional, you’ll have the opportunity to build your own practice while benefiting from the strength, reputation, and resources of one of the most respected financial institutions in America. With industry-leading training, mentorship, performance incentives, and long-term renewal opportunities, with significant income and career growth potential.

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