Financial Professional

The Opportunity: We will assist agents in building their own Insurance and Financial Services practice with our help. We provide tremendous training resources and financial support to help them build their business.

Description of Activities and Responsibilities: Licensed agents will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer.

Requirements: We require highly motivated individuals who are willing to invest their time and energy into creating profitable and rewarding careers. We have a preference for individuals who are bi- or tri-lingual, as well as those with a 4-year college degree (not necessarily in business, marketing or insurance). Some of the qualities of an agent that we look for include:

Independent: A successful New York Life Agent thrives in an environment of independence, structured largely by his or her own initiative, ambition and resourcefulness. A New York Life Agent enjoys being an entrepreneur within a solid enterprise.

Ambitious: A successful New York Life Agent is never satisfied with the status quo. A New York Life Agent is always reaching for new growth and success. The need to constantly improve is essential to a New York Life Agent.

Responsible: A successful New York Life Agent recognizes the serioius responsibility that is assumed when he or she helps people to provide for their insurance protection and financial security.

Progressive: A successful New York Life Agent welcomes new challenges in a constantly changing environment and develops new concepts to help people to address changing insurance and financial needs.

Caring: Very simply, a successful New York Life Agent likes people and enjoys being around them. People play a major role in the life of a New York Life Agent, and New York Life Agents are trusted confidants.

Training: At New York Life, we take training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will agents be trained through our NYLIC University program, but also through local Managers and full-time Trainers who are extremely proficient in teaching the knowledge and skills needed to get off to a fast start.