Financial Professional

Join New York Life as a Financial Professional supporting individuals, families, and small businesses with insurance and investment solutions in Milwaukee, WI (hybrid).

Responsibilities

• Help clients gain clarity and confidence on complex financial topics including retirement planning and college savings
• Support clients and their families in achieving goals by developing solutions together
• Attract and retain clients using web, social, and email content through a suite of digital sales, prospecting, and marketing tools

Requirements

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

Technologies

• CRM
• Web content
• Social content
• Email content

Compensation

• Commission-based compensation
• In 2023, the average income of agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359
• Individual agent performance determines income

Training and Development

• Training and development through a multifaceted approach with an industry-leading learning platform
• Personalized coaching from dedicated training professionals
• Ability to obtain industry professional designations
• Subsidy in the first two full-time contract years (if you qualify) for additional funds while completing the training program and growing your business
• Opportunities to be recognized through sales incentives and professional-development trips for top-performing insurance agents

Digital Tools

• Support available to answer questions
• Suite of digital sales, prospecting, and marketing tools
• Web, social, and email content resources

Products and Solutions

• Life insurance
• Annuities
• Long-term care insurance
• Disability income insurance
• Investment products such as mutual funds
• NYLIFE Securities LLC (member of FINRA and SIPC)
• Licensed Insurance Agency
• Opportunity to specialize and gain expertise across different areas
• Option to become a financial advisor with Eagle Strategies LLC, the investment advisory division, to offer wealth management and advisory services
• Estate planning strategies
• Business solutions

Human Guidance

• Peer-to-peer support options such as study groups
• Mentorship
• Additional opportunities to engage with fellow insurance agents

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home
• Life insurance
• Pension

About New York Life

• Fortune 100 company
• In business for over 175 years
• Mutual company
• Accountable only to policyholders, not Wall Street or outside investors
• Focused on the long-term success of clients

Awards and Accolades

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Job Details

• Job type: Full-time
• Pay: $60,000.00 - $265,000.00 per year
• Work location: Hybrid remote in Milwaukee, WI 53214

For more information about commission-based income and benefits for financial professionals: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits