Job Description

Location: [Specify Location]

Company: New York Life Insurance Company

Department: Sales / Financial Services

Employment Type: Full-Time

About New York Life

New York Life is one of the largest mutual life insurance companies in the United States. With a history dating back to 1845, the company has built a strong reputation for financial strength, integrity, and client-focused service. As a mutual company, New York Life operates for the benefit of its policyholders, not shareholders.

Position Overview

As a Financial Professional at New York Life, you will build long-term relationships with clients and help them navigate their financial future. This role is ideal for entrepreneurial-minded individuals who are driven to succeed and are passionate about helping others achieve financial security.

Key Responsibilities

• Client Acquisition & Relationship Management:
• Identify and cultivate prospective clients through networking, referrals, and community engagement.
• Establish and maintain long-term relationships based on trust and personalized service.
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• Financial Guidance:
• Conduct comprehensive needs-based financial analysis.
• Educate clients on various financial strategies, including insurance, retirement planning, college funding, estate planning, and investment solutions.
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• Sales & Service:
• Recommend appropriate insurance and financial products from New York Life and its affiliates.
• Support clients in implementing financial strategies and conduct regular reviews to adjust plans as needed.
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• Professional Development:
• Participate in New York Life’s robust training program, including classroom training, field training, and online modules.
• Obtain necessary state licenses (Life & Health, Series 6/63 or 7/66 depending on role emphasis).
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