Financial Planner Trainee - Career Transition

The Financial Planner Trainee - Career Transition role at New York Life is designed for career changers who want to build client relationships while learning how to guide individuals and families through important financial decisions. After an initial training period of two years, successful trainees become independent career agents and operate their own businesses, supported by Fortune 100 resources.

Role Overview

In this position, you help clients protect what matters and plan for the future. You will develop a practice of your own while supported by structured onboarding, licensing support, coaching, and opportunities to earn professional credentials.

Key Responsibilities

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through financial decisions including retirement, protection, and education planning
• Provide tailored solutions across insurance and financial products
• Grow knowledge and skills through ongoing training and real-world experience

Required Qualifications

• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable individuals open to feedback
• Interest in long-term learning and growth rather than a short-term role

Training, Support, and Career Progression

New York Life provides structured onboarding and continued support. After two years of training, agents become independent career agents and run their own businesses. Eligible, participating agents may also receive prepaid tuition while pursuing approved credentials, and training subsidy support may be available for eligible candidates during the early stages.

• Access to experienced professionals and institutional knowledge, including proven best practices
• Ongoing coaching and opportunities to obtain professional credentials
• Sales, prospecting, and marketing tools to help attract and retain clients through web, social, and email content

Products and Solutions

New York Life and its subsidiaries offer a broad range of solutions to help you build tailored strategies for clients and their families. Offerings include 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.

Compensation and Benefits

This role offers commission-based compensation, with income determined by agent performance and individual results.

• Medical, dental, life, and long-term disability coverages for eligible full-time agents
• 401(k) for eligible full-time agents
• Pension for eligible full-time agents
• Training subsidy available for eligible candidates during early stages
• Prepaid tuition for eligible, participating agents pursuing approved credentials

For 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 performance determines income.

About New York Life

New York Life is a Fortune 100 company with 180+ years of history. As a mutual company, it is accountable only to its policyholders, not to Wall Street or outside investors, with a focus on the long-term success of clients.

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded (dividends not guaranteed)
• $1.2 trillion in life insurance protection in force
• #1 largest mutual insurer in the U.S.

Recognition includes Fortune (2026) World’s Most Admired Companies, Handshake (2026) Early Talent Award, and Seramount (2025) 100 Best Companies for Workplace Programs.

The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

Location and Work Setting

San Antonio, TX (onsite)