Financial Services Professional
New York Life
White Plains, NY
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JOB DETAILS
SALARY
$75,000–$150,000 Per Year
JOB TYPE
Full-time
SKILLS
Retirement Planning, Insurance, Insurance Sales, Disability Insurance, Annuities, Retirement and Pension Management
QUALIFICATIONS
- Excellent communication and interpersonal skills
- Experience in sales, customer service, or consulting (preferred but not required)
- Life, Accident, and Health license (preferred but not required) or willingness to obtain
- Series 7, 66, or 63 license (preferred but not required)
- An entrepreneurial mindset and a passion to help others
- Strong knowledge of sales techniques and strategies (preferred but not required)
RESPONSIBILITIES
- Understand the needs and financial concerns of clients and providing solutions
- Sell insurance products
- Educate clients on how to plan and secure their futures financially, in good times as well as when challenging circumstances occur
- Build a personal book of business by establishing professional networks and prospecting for new clients
- Cultivate quality relationships with clients to establish opportunities to help family members pursue financial security
BENEFITS
Life Insurance, 401K, Medical, Dental, Vision
ADDITIONAL COMPENSATION
commission
LOCATION
White Plains, NY
POSTED
21 days ago
As a Financial Services Professional at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based role, you'll run your own practice with the support of a Fortune 69 company. You’ll offer customized solutions through life insurance, disability insurance , long-term care insurance, annuities, and investments. This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.
About the Company
N
New York Life
A mutual company founded in 1845, New York Life is uniquely aligned with our clients’ interest and priorities. With over 180 years of industry success, some of our accolades include:
- #1 – largest mutual life insurance company in the U.S.
- #69 on the prestigious Fortune 500 list for 2025.
- In November 2025 announced its 172nd consecutive annual dividend.
- $879 billion of Assets Under Management (AUM).
- Top financial strength ratings across the board.
- A company defined and built upon integrity:
- 5.1 million lives protected – individual life insurance and annuity policies.
- $1.2 trillion life insurance protection in force.
- As of 2024, with 984 members, New York Life has led the Million Dollar Round Table (MDRT) in membership for 70 consecutive years.
COMPANY SIZE
10000HEADQUARTERS
White Plains, NY, US
INDUSTRY
Financial Services
EMPLOYEE BENEFITS
Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Work From Home, Life Insurance, On Site Cafeteria
FOUNDED
1845
WEBSITE
http://newyorklife.com