Financial Services
New York Life Insurance Company
Dallas, TX US
Posted ago
New York Life Insurance Company

The Financial Professional position is a client-based role with the ability to serve your clients in many capacities. As a Financial Professional with New York life you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Our portfolio is well rounded allowing our agents and advisers to works in the capacity they desire.


Training, Development, and Benefits

  • Our training program is a mix of online, interactive, and virtual
  • We’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system
  • You can read in full about all benefits for our Financial Professional role here:
  • We have many paths that provide a greater potential for upward mobility
  • Licensing has been made available - New York Life pays for all exams (first attempt), study materials, and live online training courses for each exam you may want to take
  • Sponsored partnership with the American College toward different designations (i.e. CFP, ChFC, CLU, etc)
  • 9 figure investment into the SalesForce powered CRM


  • 4-year College Degree or Industry experience is preferred
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Enterprising and Entrepreneurial mindset
  • Strong desire to help others
  • Strong interpersonal management skills are a self-starter, and capable of working individually as well as in a team environment
  • Interpersonal Skills, Time-Management, creative thinking, and problem-solving
  • Emotional Intelligence
  • For Registered Representatives: possess SIE, Series 6 or 7, and Series 63 or 66

About New York Life Insurance Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 170 years of industry success. Some of our accolades include:

•A promise to work with you to build a strong financial future for both you and your clients

• #73 on Fortune 100 in 2020

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Full-time agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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