Financial Professional

Job Description

A well-established national insurance and wealth management company is seeking motivated, entrepreneurial individuals to join our team as Financial Professionals. In this role, you will help individuals, families, and small businesses achieve financial security through customized insurance and financial solutions. This is more than a sales role — it is an opportunity to build a long-term career with purpose, flexibility, and significant growth potential.

Responsibilities:

• Develop and maintain a client base through networking, referrals, and community involvement
• Meet with clients to assess financial goals, needs, and long-term priorities
• Design personalized strategies to help clients protect their families and build financial confidence
• Recommend solutions including life insurance, annuities, long-term care insurance, and disability income coverage
• Support clients with retirement planning, college savings strategies, and legacy protection
• Manage ongoing client relationships by providing regular reviews and updates
• Utilize CRM and digital tools to track client interactions and business development activity
• Participate in New York Life’s training, mentorship, and professional development programs
• Ensure all work is conducted in compliance with company policies and industry regulations

Requirements:

• Entrepreneurial mindset with strong self-motivation and discipline
• Excellent interpersonal, communication, and relationship-building skills
• Coachable attitude and willingness to learn through training and mentorship
• Ability to work independently while contributing to a team environment
• Interest in financial services, helping others, and building a long-term career
• Prior experience in sales, customer service, or business development is a plus (not required)
• Must be willing to obtain applicable state insurance licenses (training and support provided)