Entry-Level Financial Agent with Training
Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the team at New York Life - Nassau General Office! This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. Located in Uniondale, this is a chance to help build a scratch team with significant growth potential and long-term career possibilities.
New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 175 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth.
Follow this link to see New York Life’s incredible industry accolades: https://www.newyorklife.com/newsroom/featured-awards
Our teams work in a Hybrid environment where in-person support, training and ongoing guidance are offered at our growing office, located: 333 Earle Ovington Blvd #505, Uniondale, NY 11553
Meet Mike Redden and Bianca O'Brien:
Mike Redden, Partner in Development:
Recently joined New York Life.
Background: For 13+ years Mike was instrumental in the growth of Farmers Insurance across the Northeast, including NJ, PA, NY, CT, and New England, and became the youngest promoted Farmers Director in the country at age 34.
Passionate About: Mike is a dedicated “girl dad” to his three daughters. He’s also a devoted sports fan, cheering for the Jets, Mets, and Rutgers. Mike is a Rutgers Hall of Fame member, Big East Track Champion (2005), Fork Union Military Graduate (#1 HS for NFL players), and HS All-American in Track. He enjoys cooking and exploring new food adventures with his family.
Bianca O’Brien, Managing Partner:
Started at New York Life: 20+ years, career-long leader!
Background: Graduate of State University of New York College at Oneonta. Started at NYL as an Agent and was promoted to Managing Partner in 2016.
Passionate About: Helping ambitious individuals maximize their potential through mentorship and guidance. Bianca enjoys seeing people grow both professionally and personally. Additionally, she is on the board of the Greater New Hyde Park Chamber of Commerce and is a lifelong NY resident. Bianca and her husband Jim love fishing. She holds the CLF, CLTC, and LUTCF designations and was recognized as the top woman recruiter in the company in 2021.
About the Role: Entry-Level Financial Agent:
We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas:
Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies.
Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.)
Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness.
Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice.
Characteristics We Seek:
Competitive: Driven to outperform and excel in challenging environments.
Takes Ownership: Takes full responsibility for actions and results.
Coachable: Open to learning and continuous improvement.
Communicative: Expresses ideas clearly and listens actively.
Self-disciplined: Stays focused and productive, even without supervision.
Authentic: Honest, transparent, and true to their values.
Follow this link to hear from multiple New York Life agents and discover the rewarding career paths they’ve created: https://youtu.be/tCmrZ2_M_4M
Qualifications:
A bachelor's degree in finance, business, or a related discipline is preferred.
Prior experience in insurance, financial services, or business development is beneficial, but not required.
Excellent interpersonal, analytical, and communication skills.
Ability to obtain necessary insurance and financial licenses.
Benefits and Compensation:
Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
Competitive Compensation: In 2023, the average income for Financial Professionals was $117,359.**
Career Growth: Access to industry-leading training, certifications, and career development resources.
Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.
Join Us in Making an Impact! New York Life is more than just a financial services company—we’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!
*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.
**In 2023, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359 and the average income of the top 50 financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $1,684,357.
Flexible work from home options available.