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Financial Professional

Remote · USA Full-time New today

New York Life is a Fortune 100 company with a long history of doing good, helping generations of Americans protect their families and attain their financial goals. The Financial Professional role involves helping individuals and families navigate financial challenges, providing peace of mind while building a client base and developing valuable skills in marketing and customer relationship management.

Responsibilities

  • Drive positive impact in the lives of families every day
  • Provide peace of mind to clients while helping them navigate challenges such as preparing for retirement and saving for college
  • Grow personally and professionally along with clients
  • Equip and train with a multifaceted approach including an industry-leading learning platform and personalized coaching
  • Obtain industry professional designations and receive additional funds to support during the training program
  • Utilize digital sales, prospecting, and marketing tools to attract and retain clients
  • Develop solutions with clients to help them achieve their financial goals

Skills

  • Authentic
  • Communicative
  • Self-disciplined
  • Coachable
  • Entrepreneurial
  • Competitive

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

Company Overview

  • For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.
  • Company H1B Sponsorship

  • New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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