[Remote] Financial Professional
Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 company with a long history of helping individuals and families navigate financial decisions. As a Financial Professional, you will develop your own client base, build relationships, and offer tailored financial solutions while receiving support and training from the company.
Responsibilities
- Develop your own client base through networking, referrals, and community involvement
- Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
- Offer tailored solutions across insurance and financial products
- Grow your knowledge and skills through ongoing training and real-world experience
Skills
- Self-motivated individuals who take initiative
- Strong communicators who enjoy building relationships
- Coachable and open to feedback
- Interested in long-term learning and growth, not just a short-term role
Benefits
- Hybrid remote depending on proximity to an office location
- Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
- Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
- Financial Support: Training subsidy available for eligible candidates during early stages
- Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
- Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².
- Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵
Company Overview
Company H1B Sponsorship