Insurance and Financial Service Advisor

Join New York Life in a hybrid role designed to support long-term career growth in insurance and financial services. You will begin as a financial professional with structured training, digital tools, and expert support, then have a clear pathway to transition into an Associate Partner management track. The role is based in Ankeny, IA, with the potential to build a client-focused practice and a team over time.

Compensation: $60,000–$150,000 per year for the Associate Partner level, with certain bonuses and other incentives. In California and Washington, the minimum salary is $66,560 and $67,725, respectively. Full-time, with a flexible schedule.

What You’ll Do

• Develop and maintain client relationships to understand insurance and financial needs across health, life, property, and commercial lines.
• Recommend appropriate insurance products and financial services by applying knowledge of regulations and available market options.
• Prospect new clients through outbound activities, including outside sales and telemarketing when needed.
• Prepare and present quotes, negotiate terms, and close sales while ensuring compliance with industry standards.
• Maintain accurate client records in CRM, update policies, and assist with benefits administration as required.
• Collaborate with teammates to achieve sales targets and deliver exceptional customer service.

Accelerated Path to Management

In the Accelerated Path to Management Program, you start as a financial professional and build the foundation needed to move into a management role.

• Six-month intensive training focused on preparing you for success as a manager.
• Learn to sell, build client relationships, and meet specific requirements before transitioning into management.
• Use your experience to understand how to recruit and coach others to success.

Training, Tools, and Product Solutions

• Training and resources to strengthen your understanding of New York Life and support day-to-day success.
• Digital sales, prospecting, and marketing tools to attract and retain clients using web, social, and email content.
• Product solutions include life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC.
• Before offering investment products, you must hold securities licenses, maintain FINRA registrations, and affiliate with NYLIFE Securities as a registered representative.

Phase 1 and Phase 2

• Phase 1 (first year): work as a financial professional with extensive training, access to digital tools, and a comprehensive product suite.
• Phase 2 (after first 12 months): enter a specialized six-month Associate Partner training program after meeting specific requirements.
• Associate Partner training includes helping lead and build your team of financial professionals, with opportunities to grow and be promoted to senior management levels.

Benefits

• 401(k) and 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Vision insurance

Recognition and Company Strength

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
• Chief Learning Officer: 2023 CLO Learning Elite Gold award
• Seramount: 2023 Best Companies for Multicultural Women
• Human Rights Campaign: 2023/2024 Corporate Equality Index
• Forbes 2023: America’s Best Employers for Diversity

Qualifications

• Associate degree (required)
• Driver’s license (required)
• Sales or managerial experience in another industry (required/asked as part of screening)
• Experience running your own business (asked as part of screening)
• MBA or equivalent advanced degree, or a bachelor’s or associate degree in finance or a related field (asked as part of screening)
• Ability to commute reliably to Ankeny, IA or Cedar Rapids, IA (asked as part of screening)
• Possession of one or more licenses/certifications: Life, health, series 6, 63, or 7 and 65 (asked as part of screening)
• Willingness to undergo a background check in accordance with local law and regulations (asked as part of screening)
• Visa sponsorship requirements must be disclosed (asked as part of screening)

Additional Company Impact

• 5.3 million lives protected (includes owners of individual life insurance and annuity policies)
• $5 billion in living benefits awarded (dividends are not guaranteed)
• $937 million lifetime annuity income paid
• Over $1.2 trillion life insurance protection in force