Financial Advisor - Career Transition

New York Life is hiring a Financial Professional in San Antonio, TX (onsite) for candidates who want training, real-world experience, and a pathway to long-term career growth. You will build meaningful client relationships while offering tailored insurance and financial solutions, with structured onboarding and ongoing coaching as you develop your practice.

Responsibilities

• Build your own client base through networking, referrals, and community involvement
• Develop trusted relationships and support clients with key financial decisions, including retirement, protection, and education planning
• Recommend tailored solutions across insurance and financial products
• Expand your knowledge and skills through ongoing training and hands-on experience

What You Can Expect

• Training and support: Structured onboarding, licensing support, ongoing coaching, and opportunities to obtain professional credentials
• Prepaid tuition: Prepaid tuition may be available for eligible, participating agents pursuing approved credentials
• Early-stage financial support: A training subsidy may be available for eligible candidates during the early stages
• Resources and tools: Access to experienced professionals and institutional knowledge, plus sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content
• Products and solutions: Access to solutions including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a licensed insurance agency
• Career path flexibility: As you grow, you may specialize in areas such as wealth management, estate planning, and business solutions, pursue leadership opportunities, or choose to become a financial advisor with Eagle Strategies LLC (a registered investment advisor) to provide advisory services

Requirements

• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable with openness to feedback
• Interested in long-term learning and growth, not a short-term role

Benefits & Compensation

• Commission-based compensation, with income determined by performance
• For eligible full-time agents: medical, dental, life, and long-term disability coverages, plus 401(k) and pension

Income information: In 2024, the average income of financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine income.