Financial Representative

NYL
Charlotte, NC Full Time
POSTED ON 12/2/2024
AVAILABLE BEFORE 1/27/2025

Sales Agent / Financial Professional New York Life

Are you a leader who has the following traits?

  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic

If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...
Training and development
We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.

Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services1, estate planning strategies and business solutions.

Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.

How we will compensate you.
You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351.2 Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k) and pension.3

About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Awards & Accolades...

We’re proud of our financial strength.4

  • A Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA Very Strong (Standard & Poor’s)

We’re proud of our position in the industry.5 Training Magazine 2021: Top Companies for Learning and Development

  • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for

Insurance: Life and Health.6 JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankingsWe’re proud to be recognized by organizations that also value diversity. 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized

  • LATINA Style 2019: Company of the Year
  • Forbes 2019: America’s Best Employers for Diversity
  • Diversity Inc 2018: Top 50 Companies for Diversity

We’re proud of the help we’ve provided and continue to provide our clients.7 5,500,000 lives Protected (includes all owners of individual life insurance and annuity policies)

  • $5,200,000,000 in living benefits awarded (includes life and annuity cash value accumulation and qualifying

policy dividends paid) $910,000,000 lifetime annuity paid (includes all payouts on individual income annuity products)

  • Over 29,000 professionals hired (includes company employees along with contracted financial professionals)New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

1. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.2. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Individuals reflected sold at least one life insurance policy.3. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A (7/22/20), Fitch Ratings AAA (as of 12/10/20), Moody’s Aaa (as of 1/6/21), and Standard & Poor’s AA (as of 10/14/20).5. Full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition6. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score.7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation for the 12 months

Job Types: Full-time, Part-time

Pay: $62,309.00 - $125,523.00 per year

Expected hours: No more than 40 per week

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance

Supplemental Pay:

  • Bonus opportunities

Work Location: In person

Salary : $62,309 - $125,523

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Representative?

Sign up to receive alerts about other jobs on the Financial Representative career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$293,000 - $338,801
Income Estimation: 
$397,289 - $498,902
Income Estimation: 
$66,515 - $80,717
Income Estimation: 
$84,202 - $122,839
Income Estimation: 
$84,202 - $122,839
Income Estimation: 
$147,270 - $233,074
Income Estimation: 
$147,270 - $233,074
Income Estimation: 
$212,180 - $397,473
Income Estimation: 
$212,180 - $397,473
Income Estimation: 
$251,406 - $402,538

Sign up to receive alerts about other jobs with skills like those required for the Financial Representative.

Click the checkbox next to the jobs that you are interested in.

  • Account Management Skill

    • Income Estimation: $65,564 - $102,693
    • Income Estimation: $72,333 - $93,812
  • Cold Calling Skill

    • Income Estimation: $65,082 - $117,271
    • Income Estimation: $80,491 - $117,086
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at NYL

NYL
Hired Organization Address El Paso, TX Full Time
Sales Agent / Financial Professional New York Life Are you a leader who has the following traits? Competitive Entreprene...

Not the job you're looking for? Here are some other Financial Representative jobs in the Charlotte, NC area that may be a better fit.

Financial Representative

Western & Southern Life, CHARLOTTE, NC

Financial Representative

Western & Southern Life, CONCORD, NC