insurance/ financial professional
New York Life Insurance Company3.7
Remote Melville, NY
Job description

Becoming a New York Life Insurance and Financial Sales Professional is an ideal opportunity for individuals who want to build a financial sales/insurance business with significant income potential, help others achieve financial security, and maintain a flexible schedule.

We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Do you have a retirement plan in place? What do you have to do today, to put your children through college? How do you plan on transferring your wealth to heirs?

A licensed financial sales professional is responsible for:

  • Meeting and contacting new potential clients to discuss financial concerns and needs
  • Conducting informational gathering meetings with clients
  • Analyzing client needs and presenting potential financial sales solutions
  • Providing on-going service to clients
  • Developing and implementing personal business and marketing plans
  • On-going development of professional skills and knowledge

Insurance & Financial Sales Professional Qualifications

  • college Degree preferred
  • Previous sales experience a +
  • Life and health licenses within 30 days of acceptance (company will pay for costs)
  • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
  • Organized, detail-oriented, and excellent time-management skills
  • Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
  • Ability to work in a team-based environment

What you’ll experience here at New York Life:

  • Enjoying a flexible lifestyle
  • Working toward personal and professional financial growth
  • Pursuing an opportunity for very high income
  • Performing a valuable service to others in your community
  • Opportunity to move into Fast Track Management program within 2 years for qualified applicants


  • NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
  • We offer a comprehensive benefits package that includes
  • Defined Benefit Pension Plan\*
  • 401(k) Saving Plan
  • Health/Dental/Life/Disability Insurance
  • Continuing education reimbursement
  • Reimbursement for industry designations
  • Discounts from major wireless carriers

\*Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.

Company Description New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

Required experience:

  • Sales: 1 year

Job Type: Full-time

Pay: Up to $100,000.00 per year

Work Location:

  • One location
  • Fully Remote

Benefit Conditions:

  • Only full-time employees eligible

Work Remotely:

  • Yes
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Company details


51 Madison Ave. New York NY, United States 10010




more than $10B (USD)



Company Description
New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. Headquartered in New York City with regional hubs and sales offices throughout the country, New York Life’s family of companies offers life insurance, retirement income, investments, and long-term care insurance. For over 175 years, New York Life agents have been a trusted and valued partner to countless families and communities—and we’re always looking for more agents to join our team. Our commitment to doing good applies not only to our clients, but to our workforce as well. With a robust career-training program, you’ll never be on your own as you build a new career from the ground up. Here you’ll find a collaborative and caring workplace, where an innate drive to excel is matched by a sense of responsibility to the communities where we live and work.
Company ratings
  • Overall
  • Company & Benefits
    3.4 / 5
  • Culture & Values
    3.5 / 5
  • Career Opportunities
    3.1 / 5
  • Work/Life Balance
    3.6 / 5
  • Senior Management
    3.4 / 5
Company reviews
"Not a great place to start a career"
Current EmployeeFinancial Professional
The Northern California office is completely unorganized and they only help those agents that they like. There is a lot of favoritism and there is no beneficial training involved. They expect you to sit in zoom meetings with management talking about nothingness and they talk down to you and make you feel worthless.

"Great Benefits, compensation and people."
Former EmployeeCustomer Service Representative
Training was a bit jumbled but all in all a decent place to work. Just be ready to reference about 1-3 out of forty 14-30 page pdf manuals on various life insurance policy subjects/processes at any given time as well as multi-manage 20 other windows on 2-3 monitors during each call. You know..typical customer service call center work.

"Overall a good job"
Former EmployeeClaims Manager
Your future as a claims manager truly depends on the team you get put on after your OJT. Luckily the team I was placed on is amazing. I do feel if I was placed in a different team I wouldn’t feel so much the same. There is good work life balance with the amount of PTO and some of us even have a flex day. Cons are it is not the most organized between departments, customer service reps give a lot of incorrect info to customers which they can take out and you and don’t expect to always get a yearly raise. The perks of this job are nice however I feel underpaid with the amount of work given to us. Also there is constant change.

"Good work Environment"
Current EmployeeTest Lead
Good work Environment. Good management and good work / life balance. I had a good manager. I learned new technologies on the job. I was sent to training on the new technologies.