Financial Agent Entry Level
About The Position
Join the team at Barr District - New York Life! At Barr District - New York Life, we believe growth should be intentional, aligned, and built to last. Our mission is to build momentum by identifying real potential, restoring ownership, and creating clear paths forward so the right people grow the right way, without force or shortcuts. We operate with a vision rooted in flow: where individuals understand their capabilities, standards are clearly defined, and progress feels aligned rather than pressured. By building systems and relationships designed to compound over time, we create a foundation for long-term professional success and meaningful client impact. This opportunity is ideal for individuals who are: Ambitious, competitive, and results-driven, Coachable and growth-minded, Natural leaders or aspiring leaders, Comfortable being accountable for outcomes, Motivated by building and leading others. New York Life is more than just a financial services company—we’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!
Requirements
- Prior management or business development experience is helpful, but not required. We invest heavily in training and development.
- Have previously run your own business
- Hold an MBA or other advanced degree
- Commission-based sales position. Compensation is tied to individual production and may vary based on performance.
- Specific production, licensing, and performance requirements must be met before transitioning to field management. Advancement is not guaranteed and is based on individual results.
- Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans. Compensation plans are subject to change at the Company’s discretion.
- Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
- Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.
Responsibilities
- Learn the business by building your own client base and financial practice
- Develop leadership, coaching, and team-building skills
- Recruit, mentor, and develop future financial professionals
- Drive performance, culture, and accountability within your team
- Progress toward management roles by meeting clearly defined production, licensing, and performance milestones
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
- 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.
- Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.
- Access to industry-leading training, certifications, and career development resources.
- We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
- Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
