Financial Professional
Job Description
New York Life is seeking a Financial Professional to support individuals and families as they protect what matters and plan for what’s next. Based in Wilmington, NC with onsite work and a hybrid remote setup, this role combines relationship-building with guidance on key financial decisions, supported by company training and resources.
This position includes building a client base and delivering tailored insurance and financial product solutions. You will also develop a practice that grows over time, with an independent career path for qualified agents after training.
Responsibilities
- Develop a client base through networking, referrals, and community involvement
- Build relationships and guide clients through key financial decisions including retirement, protection, and education planning
- Provide tailored solutions across insurance and financial products
- Continue building skills through ongoing training and real-world experience
- Run your own business; after two years of training, agents become independent career agents
Requirements
- Self-motivated individuals who take initiative
- Strong communicators who enjoy building relationships
- Coachable with openness to feedback
- Interest in long-term learning and growth, not just a short-term role
Products & Solutions
- Offer a range of solutions including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds
- Investment products are offered through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency
- Use this breadth of offerings to develop strategies aligned with clients’ goals
Training & Support
- Structured onboarding, licensing support, and ongoing coaching
- Opportunities to obtain professional credentials
- Prepaid tuition available for eligible, participating agents pursuing approved credentials
Financial Support
- Training subsidy available for eligible candidates during early stages
Career Path Flexibility
- As you grow, specialize in areas such as wealth management, estate planning, and business solutions
- Pursue leadership opportunities
- Option to become a financial advisor with Eagle Strategies LLC, a registered investment advisor, to offer advisory services
Compensation & Benefits
- Commission-based compensation; you have the power to determine your own income
- Pay: USD 60,000 - 100,000 per year
- 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 performance will determine income
- Eligible full-time agents include: medical, dental, life and long-term disability coverages, 401(k), and pension
- Additional benefits listed: 401(k) matching, flexible schedule, health insurance, health savings account, life insurance, professional development assistance, retirement plan, and vision insurance
- Includes: 401(k) and 401(k) matching
Work Location: Hybrid remote in Wilmington, NC 28411 (onsite).
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