Financial and Insurance Planning





Stipend/Training subsidy/expense allowance/ commission



Job Title: Financial and Insurance Planning Professional

Company: New York Life / Nylife Securities / Eagle Strategies

Location: On-site

Job Type: Full-time

Salary: Competitive salary and benefits package

About the Company:

New York Life Insurance Company is one of the largest and most respected life insurance and financial services companies in the world. Nylife Securities LLC and Eagle Strategies LLC are wholly-owned subsidiaries of New York Life Insurance Company, providing access to a broad range of financial products and services, including life insurance, annuities, investments, and financial planning. Our mission is to help individuals, families, and businesses build, manage, and preserve their financial legacies for generations to come.

Position Overview:

We are seeking a skilled and motivated Financial and Insurance Planning Professional to join our team at our On-site location. In this role, you will be responsible for providing comprehensive financial and insurance planning services to our clients. You will have the opportunity to build lasting relationships with clients, understand their financial goals and create personalized plans to help them achieve those goals. This is an excellent opportunity for someone who is passionate about financial planning and is looking to make a difference in people’s lives.

Key Responsibilities:

– Meet with clients to gather financial information, assess their needs, and provide guidance and recommendations to help them achieve their financial goals

– Conduct in-depth financial analysis and develop financial plans based on client’s goals, risk tolerance, and financial resources

– Educate clients about various financial products and services and recommend appropriate solutions to meet their needs

– Monitor and review clients’ financial plans and provide ongoing support and guidance to help them stay on track

– Build and maintain strong relationships with clients, understanding their evolving needs and providing excellent customer service

– Stay informed about industry trends, market changes, and new financial products and services to provide the best advice to clients



– Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients

– Strong analytical and problem-solving skills

– Detail-oriented and able to manage multiple tasks efficiently

Apply to this opportunity

"*" indicates required fields