Financial Services Professional

This opportunity with New York Life Insurance Company and NYLIFE Securities LLC offers a clear path to helping individuals, families, and small businesses achieve stronger financial futures. You will be supported by an industry leading training platform, dedicated coaching, and a robust CRM toolkit to attract and retain clients. The role also features a commission based compensation structure with meaningful benefits, including medical, dental, vision, life, and disability coverage, along with a 401(k) plan and a pension.

Benefits and culture

• 401(k) with matching options
• Health, dental, and vision insurance
• Disability and life insurance coverage
• Flexible scheduling within a collaborative team environment
• Strong peer support through study groups and mentorship programs
• Access to professional designations (CFP, CLU, ChFC, FSCP, RICP) with subsidies and incentives
• Opportunity to develop wealth management and estate planning solutions, including fee based advisory services

Responsibilities

• Assist individuals, families, and small businesses with financial well being by guiding retirement planning, prudent investing, and college savings strategies
• Provide clients with clarity and confidence as you help them navigate complex financial challenges and build lasting relationships
• Engage in ongoing training and development through a leading learning platform and dedicated coaching, pursuing relevant designations
• Develop client solutions with NYLIFE Securities LLC and Eagle Strategies LLC, including wealth management, estate planning approaches, and business solutions; pursue fee based advisory services
• Leverage digital tools, marketing resources, and CRM to attract new clients and retain existing relationships
• Participate in peer support options such as study groups and mentorship within a collaborative team
• Operate within a commission based compensation model while benefiting from available subsidies and incentives

Requirements

• FINRA general securities licensing requirements
• Agent state licensing
• Investment advisory licenses
• Compliance history and adherence to standards
• Production standards and required training
• Sales experience, with 1 year preferred
• Ability to commute to Charlotte, NC 28277 (Required)
• Work location: Hybrid remote in Charlotte, NC 28277 (Required)

Technologies

• CRM

Compensation and benefits overview

• Salary range: USD 63,129 to 140,572 per year
• Supplemental pay includes bonus opportunities and commission pay

Awards and recognitions

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
• 5.3 million lives protected across all owners of life insurance and annuity policies
• $937 million lifetime annuity income paid
• $5 billion in living benefits awarded
• Over $1.2 trillion life insurance protection in force

What we’re looking for

• Competitive mindset
• Entrepreneurial spirit
• Coachable attitude
• Strong communication skills
• Self discipline
• Authenticity and integrity
• Grit and resilience

Experience

Sales experience is preferred, with 1 year of relevant work in financial services or related fields

Application prompt

Applicants may be asked to respond to a question about competing at a high level in any arena, such as sports or academics, and how that performance translated to results.