Job Description

Job Description

Job Description

Join our team at New York Life Insurance as an Insurance Sales Financial Professional and take part in a legacy of over 175 years of industry success. In this role, you’ll have the unique opportunity to align with clients' interests, focusing on building robust financial futures. As the largest mutual life insurer in the U.S., we’re recognized for our exceptional financial strength with top ratings from leading agencies. Here, you’ll find the resources and support necessary to thrive and make a lasting impact.

At New York Life, we celebrate innovation and prioritize growth. Your professional development is supported at every step, whether you're advising clients or expanding your expertise. We provide the tools and opportunities to advance, empowering you and clients to create secure financial futures together. Join us to become part of a team that values your contributions and is committed to your success. Compensation:

$120,500 - $132,750 at plan yearly

Responsibilities:

• Build and maintain strong relationships with clients to understand their financial needs and goals.
• Develop personalized insurance and financial strategies that align with clients' objectives and risk tolerance.
• Educate clients on the benefits of various insurance products and financial services to empower informed decision-making.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals.
• Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
• Utilize company resources and tools to enhance your knowledge and provide top-tier service to clients.
• Stay informed about industry trends and regulatory changes to offer clients the most current advice and solutions.

Qualifications:

• Experience in financial planning or insurance sales, with a proven track record of meeting or exceeding targets.
• Ability to build and nurture long-term relationships with clients, understanding their unique financial needs and goals.
• Proven track record of developing personalized financial strategies that align with clients' objectives and risk tolerance.
• Strong communication skills to effectively educate clients on insurance products and financial services.
• Ability to conduct regular reviews of clients' financial plans, ensuring alignment with their evolving circumstances and goals.
• Collaborative mindset to work with team members, sharing insights and strategies for continuous improvement.
• Proficiency in utilizing company resources and tools to enhance knowledge and provide top-tier service to clients, ensuring client satisfaction and retention.

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 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
• New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S.
• Most MDRT members in any United States Mutual company in 2026
• Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025

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