Financial Specialist, Agent

New York Life - Charlotte
Charlotte, NC

Job details


Salary
: $65,000 - $100,000 a year

Job Type : Full-time

Education : Bachelor's (Preferred, not required)

Qualifications:

Sales experience preferred – entrepreneurial mindset

Strong communication skills

Desire to help others

Strong business acumen

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

Benefits
Health insurance
401(k)
Life insurance

Why Work Here?

"Ranked #2 Most Admired Companies to Work For in America" - Fortune (2019)

#1 Ranked Company in leading the Million Dollar Round Table for 65 consecutive years

**MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry

"Best Finance Companies and Top 50" - Business Insider (2018)

"America's BEST Largest Employers" - Forbes (2018)

"Top 60 Companies for Executive Women" - NAFE (2018)

The Only Life Insurance Company Endorsed by AARP

What does a career need to offer you?

Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.

This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That's one reason our company is a great place to build your career.

Join us.

If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated self-starters who want:

Comprehensive and ongoing professional training and development (Harvard Business School Curriculum)
Significant Earning Potential
State-of-the-art marketing, Sales Force Customer Relationship Management System and sales solutions
A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
A clearly defined career path, including opportunities in Management for qualified individuals.
Comprehensive benefits, including a Pension Plan, 401K/ROTH 401K
Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also:

Develop and implement business and marketing plans
Prospect for potential clients
Discuss financial concerns and needs of individuals
Present potential solutions using our suite of products and services
Develop your professional skills and knowledge
About Us

Our promise ? To work with you to build a strong financial future.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we've been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We're a lot like the clients we serve. Each of us is working hard to meet life's responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We've been there, and we've persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 170 years, we've kept every promise we've made to our customers. That's simply a fact.

We invite you to explore the depth of that commitment.

About New York Life :

New York Life Insurance Company, a Fortune 69 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poors (AA+).** Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance

Job Type: Full-time

Qualities that we look for in our Agents:

Sales experience preferred – entrepreneurial mindset

Strong communication skills

Desire to help others

Strong business acumen

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

We've built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Education: Bachelor's (preferred, not required)

Company's website: (

Posted 2025-09-01

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