Financial Solutions Professional – Fortune 100 Training & Growth
New York Life is a Fortune 100 company that has been guiding Americans toward financial security for over 180 years. They are seeking a Financial Solutions Professional who will build long-term relationships and help clients create customized financial strategies while receiving comprehensive training and mentorship.
Responsibilities
- Build long-term relationships and help clients create customized strategies for protection, accumulation, and retirement
- Learn to present solutions from our full-service financial platform — including life insurance, retirement income, business succession, and estate planning
- Gain optional securities licensing (FINRA sponsorship available) to expand your impact
- Collaborate with attorneys, underwriters, and CFP® professionals through our Advanced Planning Group for complex cases
- Grow your business with modern CRM, digital marketing, and prospecting tools
Skills
- Entrepreneurial and competitive, with a strong sense of purpose
- Coachable and communicative, eager to learn and lead
- Self-disciplined and authentic, ready to build lasting relationships
- Gain optional securities licensing (FINRA sponsorship available) to expand your impact
Benefits
- Medical, dental, vision, life & disability insurance
- 401(k) and pension plan ²
- Recognition trips, bonuses, and incentives for top performers
- Comprehensive digital tools and support to help you grow your practice
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- We’ll even subsidize your training during your first two years (if qualified) and offer ongoing mentorship, study groups, and leadership opportunities to support your success.
Company Overview
Company H1B Sponsorship