Financial Services Representative
New York Life - Melville • Melville, NY, US
Posted 2 hours ago
We are seeking motivated, business-minded, and relationship-focused individuals who are passionate about making a meaningful difference in the lives of others. As a Financial Professional, you will work with individuals, families, and business owners to develop personalized financial strategies focused on protecting what matters most, building wealth, and preparing for the future.
This opportunity goes beyond a traditional sales role. It provides the ability to build and grow your own career while receiving the training, mentorship, and resources of one of the nation's most established financial services organizations. You'll have the flexibility to develop your practice, grow your professional network, and create a career with significant long-term income potential.
If you are driven, coachable, and enjoy building strong relationships with others, this career provides opportunities for continued personal, professional, and financial growth.
Please note: Applicants must currently reside in New York to be considered for this opportunity.
Training Provided
Previous experience in financial services is not required. We provide a comprehensive training and development program designed to give you the tools and knowledge needed to succeed from the start.
Our training includes:
Comprehensive onboarding and licensing support
Individual mentorship from experienced leaders
Hands-on coaching and professional development
Sales, marketing, and business development strategies
Financial planning and product education
Ongoing workshops, training sessions, and leadership development
Continued coaching and support as you build your practice
Our goal is to provide you with the knowledge, resources, and confidence needed to develop a successful and rewarding career in financial services.
What We Offer
Health insurance
Dental insurance
401(k)
Comprehensive training program
Training allowance and first-year stipend (for qualified candidates)
Expense allowance
Performance-based bonuses
Renewal and Trail income
Council trips and recognition programs
Flexible schedule with the opportunity to build and grow your own career
Average Compensation
Compensation is performance-based and structured to reward both production and long-term career growth.
Year 1: $85,000 – $132,000
Year 3: $109,000 – $205,000
Year 5: $132,000 – $287,000
Year 10+: $239,000 – $500,000+
Compensation Includes
Commission
Training Allowance
Expense Allowance
First-Year Stipend (for qualified candidates)
Renewal & Trail Income
Performance Bonuses
Additional Incentive Opportunities
What We're Looking For
The ideal candidate is someone who:
Is motivated, self-driven, and goal-oriented
Enjoys developing strong and meaningful relationships
Has strong communication and interpersonal skills
Brings a forward-thinking mindset
Is passionate about helping clients work toward financial security
Values integrity, professionalism, and excellent customer service
Is eager to learn, develop, and grow through ongoing training and mentorship
Whether you're beginning a new career or searching for an opportunity with significant long-term growth potential, you'll receive the training, mentorship, and support needed to build a successful financial services practice.
- Follow up with potential customers to showcase and highlight our new products or services
- Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry
- Attend online and in-person meetings, trainings, trade shows, and sales events
- Implement and carry out strategies to acquire new clients in your sales territory
- Must have reliable transportation and valid driver’s license
- We prefer if you have a bachelor’s degree or high school school diploma
- To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills
Compensation
$80,000 - $132,000
Founded in 1845, New York Life is one of the largest and most respected mutual life insurance companies in the United States. For over 180 years, we have helped individuals, families, and businesses achieve financial security through personalized guidance and a comprehensive range of insurance and financial solutions.
Our financial professionals receive industry-leading training, ongoing mentorship, and access to innovative tools designed to help them build successful and rewarding careers while making a meaningful impact in their communities.
If you're driven and passionate about helping others achieve their financial goals, New York Life offers the opportunity to build a career with purpose, flexibility, and unlimited growth potential.
We’re proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s)
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