Experienced Financial Professional jobs in United States
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New York Life Insurance Company · 5 days ago

Experienced Financial Professional

New York Life Insurance Company is a leading firm in the financial services industry, known for its strong financial ratings and extensive product offerings. The Experienced Financial Professional role involves helping clients with various financial needs, including life insurance and investment products, while providing flexibility and support to grow one's own practice.

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H1B Sponsor Likelynote

Responsibilities

Offer diverse products and services to help meet clients’ protection and financial needs
Enhance wealth planning practice by becoming a Financial Advisor
Access the company’s Advanced Planning Group for large and complex case design and support
Operate practice with flexibility in over 100 offices or detached locations
Market under the New York Life brand or own business name
Leverage industry-leading learning platform for continuing education and specialization
Participate in study groups and mentorship opportunities
Drive income through a commission-based compensation structure

Qualification

Financial GuidanceRetirement PlanningWealth AdvisoryEstate PlanningBusiness PlanningLife InsuranceAnnuitiesDisability InsuranceInvestment ProductsSales SkillsClient Relationship ManagementCommunication Skills

Required

Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company
Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training

Benefits

Medical
Dental
Vision
A 401(k)
Pension

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase