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Insurance and Investment Advisor

2 months ago


Latham, New York, United States New York Life Full time
About the Opportunity

New York Life is seeking experienced professionals to join our team of top-performing financial advisors. As a financial advisor with New York Life, you will have the opportunity to expand your business by affiliating with our company and working with other experienced professionals.

Key Areas of Focus:

  • Income Protection
  • Retirement Planning
  • Wealth Advisory
  • Business Solutions
  • Estate Planning
  • Executive Benefits

What We Offer:

  • A comprehensive benefits package, including health, dental, life, and disability insurance
  • A 401(k) plan (after one year of service)
  • A defined benefit pension plan (subject to eligibility and vesting requirements)
  • Reimbursement for certain company-approved industry designations

About New York Life:

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Requirements:

  • Life / Health Licensed Agents
  • Registered Reps
  • Investment Advisor Reps

Desirable Qualities:

  • Entrepreneurial ambitions
  • History of success in sales, client services, or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Self-disciplined