Entry-Level Financial Advisor

Job Description

Entry-Level Financial Advisor

Are you a leader who possesses the following traits?

• Competitive
• Business Minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If so, consider becoming an Entry-Level Financial Advisor at New York Life to drive a positive impact in the lives of families every day. This is more than just a sales job; it’s a career with purpose and opportunity where you are in control of your career journey.

About New York Life

New York Life is a Fortune 100 company with a rich history spanning over 175 years, dedicated to helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we are accountable only to our policyholders, ensuring our focus remains on the long-term success of our clients, not Wall Street or outside investors.

The Opportunity: Drive Impact and Build Your Career

We are seeking individuals who are passionate about making a lasting impact on the financial well-being of individuals, families, and small businesses. As an insurance agent and financial advisor, you will provide peace of mind to clients, helping them navigate complex and often confusing challenges such as preparing for retirement and saving for college. You will have the unique opportunity to witness the positive impact of your work for years to come, growing personally and professionally alongside your clients.

What New York Life Offers You

New York Life is committed to investing in your success from day one, providing a comprehensive support system:

• Training and Development: We will equip and train you with a multi-faceted 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 your training that we will subsidize it in your first two years, providing you with additional funds to help you while you complete our training program and grow your career.
• Development Team and Sales Support: You’ll be backed by a strong development team and sales support to guide your success.
• Invaluable Skills Training: We train you in crucial skills such as marketing, customer relationship management (CRM), and communication.
• Digital Tools: Beyond training, New York Life provides the tools you need to succeed daily, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools to help you attract and retain clients with web, social, and email content.
• Products and Solutions: Together with its subsidiaries, New York Life offers a comprehensive range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You’ll be able to develop solutions that help clients and their families achieve their financial goals. You can also specialize and gain expertise, potentially becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, offering wealth management, advisory services, estate planning strategies, and business solutions.
• Human Guidance: When you join New York Life, you become part of a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
• Sales Incentives and Professional Development Trips: Top-performing insurance agents are rewarded and acknowledged with exciting sales incentives and professional development trips.

Compensation & Benefits

• Compensation: $80,000 at plan yearly. You have the power to determine your own income with our commission-based compensation, where individual agent performance directly determines their earnings.
• Benefits: Include medical, dental, vision, a 401(k), and a pension.

Awards & Accolades

We are proud of our standing and commitment to excellence:

Our Financial Strength:

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Our Position in the Industry:

• New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine.
• Recognized in Training Magazine’s Training Top 100 for 2021.

Our Commitment to Diversity:

Proud to be recognized by organizations that also value diversity:

• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022: Best Companies for Latinos to Work

Our Impact on Clients:

We’re proud of the help we’ve provided and continue to provide to clients:

• 5.5 million Lives Protected. (Includes all owners of individual life insurance and annuity policies)
• $938 million Lifetime Annuity Income Paid. (Includes all payouts on individual income annuity products)
• $4.9 billion in Living Benefits Awarded. (Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed)
• Over $1.1 trillion Life Insurance Protection In Force. (Includes term, whole, and universal life)