Empower Your Future with New York Life as a Financial Advisor
At New York Life, our mission is clear:
We provide financial security and peace of mind through insurance, annuities, and investment solutions. We act with integrity and humanity in all interactions—with our policy owners, business partners, and one another.
Grounded in confidence and humility, we are stewards for the long term. We are here for good—a promise rooted in the permanence of New York Life and our unwavering commitment to do the right thing in both business and society.
Everything we do is driven by one purpose: To be there when our policy owners need us most.
Your Career Starts with Purpose
Join the New York Life team as a motivated Financial Advisor committed to bettering the lives of others. You’ll help clients pursue financial security and long-term peace of mind using a comprehensive suite of solutions backed by the strength and integrity of a Fortune 100 company.
What You’ll Do
As a Financial Advisor, you’ll have the opportunity to:
• Design your own schedule and create an ideal work/life balance.
• Build a rewarding career with significant income potential.
• Make an impact by helping individuals, families, and businesses achieve financial peace of mind.
• Customize your path , whether that’s building your practice or growing into a management role.
• Continue learning through world-class training and ongoing professional development.
• Gain recognition and rewards for your achievements.
Industry-Leading Training & Support At New York Life, we invest in you from day one.
• NYLIC University : One of the most respected and comprehensive training programs in the industry.
• Three-year training track with extensive mentoring from experienced agents and managers.
• Marketing, prospecting, and technology support to help you succeed.
• Learn from the best while building your own loyal clientele.
Exceptional Benefits Package You’ll receive a full suite of benefits, including:
• Health, Dental, Life, and Disability Insurance
• 401(k) plan after one year of service
• Pension Plan
• Continuing education reimbursement
• Support for industry designations
Why Career Changers Succeed with Us You bring experience, maturity, and a drive to succeed. We provide:
• Comprehensive training and mentorship • A proven business model with room for creativity and autonomy
• The backing of a Fortune 100 company • A meaningful mission that helps people build better financial futures
Ready to Make a Difference?At New York Life, your success is our priority. Whether you're just starting out or looking to take your financial services career to the next level, we offer the training, tools, and support to help you grow.
Join us and be part of a company that’s built to last—and built for you. Responsibilities:
• Conduct educational seminars to provide financial advice tailored to clients' risk tolerance and goals.
• Use CRM tools to track clients’ financial status, goals, cash flow, and expectations for personalized planning.
• Develop customized financial plans using company products and services aligned with client needs.
• Continuously generate prospects through social media and other marketing channels.
• Build trusted relationships with new clients as their financial advisor.
• Guide clients on life insurance, mutual funds, savings plans, and related financial products.
Qualifications:
• Life, health, and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame.
• Relationship management skills are required.
• Motivated self-starters are a must.
• Have a strong business mind and a forward-thinking spirit.
• Are goal-oriented and resilient.
• Are passionate about helping others.
• Value personal development and continuous learning
• Seek to build a meaningful career with long-term potential.
• Integrity and strong communication skills.
• Organized, detail-oriented, and excellent time management skills.
• Strong sales and leadership skills.
• NORTH AND SOUTH CAROLINA RESIDENTS ONLY. • This is not a remote position. About Company:
New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.
1-Source: 3rd Party Ratings Reports as 11/17/23.
2- SOURCE: MDRT 7/2023.