Financial Services Professional
New York Life - The Dean Group • Broken Arrow, OK, US
Posted 24 hours ago
Are you a leader who has the following traits?
• Competitive • Coachable • Communicative • Self-disciplined • Authentic
If the answer is 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. New York Life, a Fortune 100 company and a leader in the financial services industry, 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.
1. Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2 If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 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. 4 This is necessarily brief and provides only a list of benefits available to Associate Partners 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 amend or terminate benefit plans at any time for any reason. 5 Based on 2024 company data for 111 Managing Partners, 89 Senior Partners, and 404 Partners/Associate Partners who were active as of December 31, 2024. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development, and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. 6 A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition. 7 All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2024. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1.227 trillion at December 31, 2024 (including $183.6 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation.
Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
Sales experience preferred – business mindset, no mile too far
Strong communication skills, both written and verbal
Desire to help families and businesses to “Be Good At Life.”
Strong business acumen. Professional business demeanor
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
SALES
Compensation
$60,000 - $100,000
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life accepts applications to become a financial professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
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