At New York Life, we’re just as passionate about helping the next generation of insurance and financial services leaders achieve their career aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States1 and one of the largest life insurers in the world. Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals, families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit rating agencies

• Prospect and develop new client relationships through networking, referrals, and outreach
• Meet with clients to assess financial goals, needs, and risk tolerance
• Recommend and sell appropriate financial solutions (e.g., life insurance, annuities, investments)
• Guide clients through the full financial planning and sales process
• Maintain ongoing relationships and provide continuous service and support
• Build and manage a personal book of business
• Stay up to date on financial products, industry trends, and compliance requirements
• Complete required training and obtain/maintain professional licenses
• Track performance metrics and meet sales goals and targets
• Participate in team meetings, training sessions, and mentorship programs

• High school diploma or equivalent (college degree optional)
• Strong communication and interpersonal skills
• Proven sales experience or demonstrated ability to sell
• Entrepreneurial mindset and self-motivation
• Ability to build and maintain client relationships
• Willingness to prospect and develop a personal client base
• High level of integrity and professionalism
• Strong organizational and time management skills
• Ability to work independently and meet performance goals
• Basic financial knowledge or willingness to learn financial products and planning concepts