Financial Agent Entry Level

Benefits:

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Join the team at New York Life - Chicago Northshore

This is an opportunity to join a growing local practice within New York Life's Chicago North Shore General Office. You'll receive training, mentorship, and access to New York Life's established resources as you build a career serving clients in the financial services industry.

New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth.

Meet Our Leadership Team:

Christopher J. Viveiros, CLU® – Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU®, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: https://www.linkedin.com/in/chrisviveiros/

Erica Berning, LUTCF, CLF, CLU® – Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life – Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life.

Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: https://www.linkedin.com/in/ericatakach/

Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security.

Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: https://www.linkedin.com/in/celeste-garrett-222a20a/

About the Role: Entry-Level Financial Agent:

We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas:

Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies.

Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.)

Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness.

Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice.

Characteristics We Seek:

Competitive: Driven to outperform and excel in challenging environments.

Takes Ownership: Takes full responsibility for actions and results.

Coachable: Open to learning and continuous improvement.

Communicative: Expresses ideas clearly and listens actively.

Self-disciplined: Stays focused and productive, even without supervision.

Authentic: Honest, transparent, and true to their values.

Qualifications:

A bachelor's degree in finance, business, or a related discipline is preferred.

Prior experience in insurance, financial services, or business development is beneficial, but not required.

Excellent