Job Description

Build a Long-Term Career With World-Class Training, Autonomy, and Growth Potential

New York Life is seeking motivated, entrepreneurial professionals who are interested in building a meaningful career in financial services. This opportunity is well suited for individuals who value professional development, independence, strong client relationships, and the ability to have greater influence over their income and future.

The Opportunity

A career as a New York Life Financial Advisor offers purpose, autonomy, training, and significant growth potential. For the right person, it is an opportunity to build a respected investment and insurance practice, serve clients in a meaningful way, and create a strong professional future.

As a Financial Advisor, you will work with individuals, families, business owners, and high-net-worth clients to help them plan for important financial goals. This may include insurance, investments, retirement planning, wealth accumulation, protection strategies, and long-term financial security.

Why This Career Stands Out

New York Life provides comprehensive training, mentorship, and ongoing development to help advisors build a strong foundation in the industry. You will have access to experienced leaders, structured learning, professional resources, and support designed to help you grow with confidence.

The company also supports licensing and professional advancement by covering key exams, including Life and Health, Series 6, Series 7, Series 63, and Series 65. This creates a strong pathway for advisors who want to broaden their capabilities and serve clients at a high level.

What Makes This Opportunity Unique

This role offers the independence of building your own practice while being backed by the strength, reputation, and resources of New York Life. Advisors have the opportunity to develop their own client base, focus on markets that align with their strengths, and build long-term relationships with clients who value thoughtful financial guidance.

For entrepreneurial candidates, this career provides the ability to shape your schedule, income potential, professional direction, and long-term growth. As your practice develops, the role can also offer flexibility, work-life balance, leadership opportunities, and upward mobility.

Ideal Candidate

The ideal candidate is professional, motivated, relationship-focused, and interested in long-term career growth. This may be a strong fit for someone who enjoys working with people, wants to build something of their own, and is looking for a career where effort, discipline, and client service can directly influence future success.

$120,000+ at plan earnings

• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs

• Basic understanding of sales lead or accounting software is helpful
• Valid insurance license required or candidates must be willing to get licensed
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Bachelor’s degree preferred; high school diploma mandatory

• Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Compensation details: 120000-120000 Yearly Salary

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