[Remote] Financial Professional

Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 company with a long history of helping individuals and families navigate financial decisions. As a Financial Professional, you will develop your own client base, build relationships, and offer tailored financial solutions while receiving support and training from the company.

Responsibilities

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

Skills

• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role

Benefits

• Hybrid remote depending on proximity to an office location
• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².
• Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵

Company Overview

Company H1B Sponsorship