Build a Rewarding Career Helping Others Secure Their Financial Future
Take charge of your future while making a lasting difference in the lives of others. As a Financial Professional with New York Life, you’ll guide families, individuals, and business owners toward financial security — all while enjoying upside income potential and the support of a Fortune 100 company that’s been trusted for over 180 years.
What You’ll Do
- Help clients make confident financial decisions around retirement planning, college funding, life insurance, and protection strategies.
- Build lasting relationships while developing in-demand skills in sales, communication, and financial guidance.
- Grow your own career with the backing of New York Life’s tools, training programs, and strong national reputation.
What We Offer
- Paid training & mentorship – Industry-leading learning programs and one-on-one coaching to help you succeed.
- Comprehensive benefits – Medical, dental, vision, life, and disability insurance, plus a 401(k) and pension plan.
- Upside earning potential – Performance-based commissions with bonus and incentive opportunities.
- Digital tools & team support – Marketing platforms, peer mentorship, and administrative assistance to help you focus on clients.
- Financial strength you can trust – New York Life consistently earns the highest ratings for financial stability and has been helping clients protect what matters most since 1845.
- Build relationships with individuals, families, and small businesses to understand their financial needs.
- Provide guidance on retirement planning, college savings, and protection solutions like life and disability insurance.
- Develop customized strategies using New York Life’s wide range of investment & financial products.
- Maintain long-term relationships by offering ongoing support and financial reviews.
- Learn about investment strategies and how you can help others.
- Get involved in local networking, charities, and chambers to best serve our community.
- Business-driven mindset with the drive to build your own career.
- Strong communication and relationship-building skills.
- Self-disciplined and motivated to achieve personal and professional goals.
- Ability to learn complex concepts and explain them clearly to clients.
- Coachable and eager to participate in training and mentorship programs.
- Previous sales, customer service, or financial experience is helpful but not required — we provide paid training.
About New York Life Insurance & Investments
For over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company, we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.
Our mission is simple: to provide financial security and peace of mind through trusted guidance, innovative solutions, and long-term strength.
We’re proud of our values: integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.
- All Jobs
- Jobs in California
- NYL Norcal - Grant Group
- Insurance & Investments Financial Services - Entry-Level