Licensed Financial Advisor

• Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies.
• Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning.
• Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates.
• Develop and implement customized strategies that help clients achieve financial security and peace of mind.
• Proactively prospect and network to grow your client base within the community.
• Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies.
• Continuously develop knowledge and expertise through ongoing training and professional development.

• Bachelor’s degree preferred, but not required — strong consideration given to proven sales, leadership, or business-minded experience.
• Life and Health Insurance License (must be obtained prior to starting).
• Ability and willingness to pursue required securities registrations:
• Path 1: SIE + Series 6 63
• Path 2: SIE + Series 7 66
• Strong communication and relationship-building skills with a servant-leadership mindset.
• Driven, disciplined, and highly motivated by performance-based rewards.
• Ability to work independently while also thriving within a team-oriented culture.
• Commitment to personal integrity, professional growth, and community impact.

New York Life