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Form of workJob Description
Financial Professional
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New
York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services
industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship
management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small
businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients
while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and
saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to
come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized
coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so
committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your
feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales
incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts
on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and
retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care
insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE
Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with
your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in
different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer
wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,
and other opportunities to engage with your fellow insurance agents.
