Financial Professional

3 weeks ago


Tallahassee, United States New York Life - Tallahassee - Leon Full time
Job DescriptionJob Description

Are you a leader who has the following traits?


• Competitive

• Entrepreneurial

• Coachable

• Communicative

• Self-disciplined

• Authentic


If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of 

families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 

100 company that is a leader in the financial services industry, New York Life will invest in you 

from the start, training you in valuable skills such as marketing, customer relationship management 

(CRM) and communication, and providing you with a development team and sales support to guide your success.


What we’re looking for...


We’re looking for people who want to make a lasting impact on the financial well-being of 

individuals, families, and small businesses. This is not just a sales job—it’s a career with 

purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate 

challenges that many of them find complex and confusing, such as preparing for retirement and 

saving for college. As an insurance agent, you will have the opportunity to see the positive impact 

of your work for years to come. You will grow personally and professionally along with your 

clients.


What we offer...


Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning 

platform, personalized coaching from dedicated training professionals, and the ability to obtain 

industry professional designations. We are so committed to training that we’ll subsidize it in your 

first two years, providing you with additional funds to help keep you on your feet while you 

complete our training program and grow your business. You’ll also get rewarded and acknowledged 

with sales incentives and professional-development trips for our top-performing insurance agents.


Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed 

day-to-day, including experts on hand to answer your questions and a suite of digital sales, 

prospecting, and marketing tools that will help you attract and retain your clients with web, 

social, and email content.


Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life 

insurance, annuities, long-term care insurance, disability income insurance, and investment 

products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of 

FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with

your clients can help them and their families achieve their financial goals. You’ll also be able to 

specialize and gain expertise in different areas, such as by becoming a financial advisor with 

Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory 

services,2 estate planning strategies, and business solutions.


Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like 

study groups, mentorship, and other opportunities to engage with your fellow insurance agents.



Compensation:

$91,750 at plan

Responsibilities:
  • Improve your professional skills and knowledge through the New York Life training curriculum
  • Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
  • Create and implement business and marketing plans that will expand your client base
  • Discuss financial concerns and needs with potential clients identified during the prospecting process
  • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
Qualifications:
  • Strong values of integrity are a must
  • Growth mindset and sales experience strongly preferred
  • Savvy business sense required
  • Articulate complicated concepts using superb written and verbal communication skills
  • Must be able to engage your community and tap personal networks to identify contacts
About Company

About New York Life...

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.



  • Tallahassee, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.This position will be...


  • Tallahassee, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.This position will be...


  • Tallahassee, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Tallahassee, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Tallahassee, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...


  • Tallahassee, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...


  • Tallahassee, United States The Greene Group Full time

    About the Company: Our client is a prestigious global travel company based in South Florida. With a reputation for excellence and world-class service, they offer unforgettable experiences to travelers around the globe. They are looking to bring on a Senior Financial Analyst in a NEWLY-CREATED role. This role will have tremendous exposure to senior...


  • Tallahassee, United States outh Carolina United Methodist Conference Full time

    The Florida Conference is actively seeking an experienced professional with a proven record of leadership for the position of Chief Financial Officer (CFO) / Treasurer / Director of Administration. The CFO will be responsible for overseeing all financial aspects of the Florida Conference, including budget coordination, cash and investment management, central...


  • Tallahassee, United States outh Carolina United Methodist Conference Full time

    The Florida Conference is actively seeking an experienced professional with a proven record of leadership for the position of Chief Financial Officer (CFO) / Treasurer / Director of Administration. The CFO will be responsible for overseeing all financial aspects of the Florida Conference, including budget coordination, cash and investment management, central...


  • Tallahassee, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...


  • Tallahassee, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...


  • Tallahassee, United States The Greene Group Full time

    About the Company: Our client is a prestigious luxury hospitality company based in South Florida. With a reputation for excellence and world-class service, they offer unforgettable experiences to travelers around the globe. They are looking to bring on a Director of Financial Reporting in a NEWLY-CREATED role under the Controller. Responsibilities: Oversee...

  • Financial Reporting

    2 weeks ago


    Tallahassee, United States MRINetwork Full time

    Financial Reporting & Technical Accounting Manager We are working exclusively with a financial services organization in the Florida Market that is looking to hire a Financial Reporting & Technical Accounting Manager. Our firm specializes specifically in banking placing CFO’s, Chief Accounting Officers, Controllers, Treasurers, etc. in Community and Small...

  • Financial Reporting

    3 weeks ago


    Tallahassee, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionFinancial Reporting & Technical Accounting Manager We are working exclusively with a financial services organization in the Florida Market that is looking to hire a Financial Reporting & Technical Accounting Manager. Our firm specializes specifically in banking placing CFO’s, Chief Accounting Officers, Controllers,...

  • Financial Reporting

    5 days ago


    Tallahassee, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionFinancial Reporting & Technical Accounting Manager We are working exclusively with a financial services organization in the Florida Market that is looking to hire a Financial Reporting & Technical Accounting Manager. Our firm specializes specifically in banking placing CFO’s, Chief Accounting Officers, Controllers,...

  • Financial Reporting

    8 hours ago


    Tallahassee, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionFinancial Reporting & Technical Accounting Manager We are working exclusively with a financial services organization in the Florida Market that is looking to hire a Financial Reporting & Technical Accounting Manager. Our firm specializes specifically in banking placing CFO’s, Chief Accounting Officers, Controllers,...


  • Tallahassee, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...


  • Tallahassee, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...


  • Tallahassee, United States Perfict Global, Inc. Full time

    About Us:Perfict Global is a leading IT consulting services provider focused on providing innovative and successful business workforce solutions to Fortune 500 companies. Our trained and experienced professionals constantly strive to bring together the best technologies available to manage client's complex business and technology, participate in...


  • Tallahassee, Florida, United States HCA Healthcare Full time

    Description This position is incentive eligible. IntroductionDo you want to join an organization that invests in you as a Chief Financial Officer of Supply Chain? At HealthTrust and HCA Healthcare, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three...