Financial Agent Entry Level

New York Life - Chicago Northshore•Deerfield, IL

8d•$65,000 - $84,000•Remote

About The Position

Join the team at New York Life - Chicago Northshore! This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. This is a chance to help build a scratch team with significant growth potential and long-term career possibilities. New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth. About the Role: Entry-Level Financial Agent: We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas: Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies. Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.) Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness. Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. Characteristics We Seek: Competitive: Driven to outperform and excel in challenging environments. Takes Ownership: Takes full responsibility for actions and results. Coachable: Open to learning and continuous improvement. Communicative: Expresses ideas clearly and listens actively. Self-disciplined: Stays focused and productive, even without supervision. Authentic: Honest, transparent, and true to their values.

Requirements

Excellent interpersonal, analytical, and communication skills.
Ability to obtain necessary insurance and financial licenses.

Nice To Haves

A bachelor's degree in finance, business, or a related discipline is preferred.
Prior experience in insurance, financial services, or business development is beneficial, but not required.

Responsibilities

Offer multiple solutions to clients, following a comprehensive financial planning approach.
Work closely with clients to address their needs in the areas of Life Insurance, Annuities and Investments, Long-Term Care Insurance & Disability Insurance, and Estate Conservation and Tax Diversification.