Entry Level Financial Professional

New York Life
Charlotte, NC

Financial Professional

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you'll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.

Desired Skills and Experience

  • 4-year College Degree
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others
    It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with in office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • You can read in full about all benefits1 for our Financial Professional role here: (

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interest and priorities. We had over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #73 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT2 year after year

Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best

(A++); Moody's (Aaa); and Fitch (AAA) as of 9/12/19

1Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.

2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1859024 exp 7/1/21

Posted 2026-08-01

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