Financial Services Professional Do you have experience calling on local businesses or municipalities? Do you own a business or have owned a business in the past? Do you have management experience and are looking to increase your income? Do you have sales experience and thinking of an industry change?

If the answer to any of these is "yes", consider joining a Fortune 100 company that is a leader in the financial services industry. Help us to drive a positive impact in the lives of local businesses and the families they employ. At New York Life, you’re in control of your career journey, and we will invest in you from the start.

What we’re looking for... Candidates must reside in Northern California. ( Currently seeking candidates in Marin, Sonoma, Napa, Lake, Mendocino, and Solano Counties.) This is a full-time opportunity. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.

You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. You will enjoy a flexible work schedule so that you can stay involved in your community and strengthen relationships.

About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing investment professionals. We provide study materials and pay for your state licensing exams and FINRA exams.

Products and solutions Together with its subsidiaries, New York Life provides a range of products, including employee benefits, life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

How we will compensate you You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. $130,000 at plan earnings. Your compensation will grow as your book of business grows, and there is no commission cap. Compensation: $130,000 at plan earnings Responsibilities: Create & Maintain Relationships with Employers, Municipalities & Government Offices. Partner with employers to design, implement, and manage employee benefit programs that drive retention, improve financial wellness, and align with organizational goals. Build relationships with all sizes of locally owned businesses and municipalities. Build consultative relationships with business owners, HR executives, and decision-makers to understand organizational benefit needs. Present and deliver customized employee benefit solutions, including retirement plans, insurance, and financial wellness programs. Advise on business succession planning to help owners protect their legacy and ensure smooth leadership transitions. Provide guidance on key employee benefit programs that enhance loyalty and reduce turnover. Commit to Ongoing Learning and Professional Growth. Educate Clients on Financial Options. We provide all the training courses you will need to obtain your professional licenses. We pay for your insurance and FINRA license exams. We also provide tuition reimbursement to help you obtain a financial designation such as ChFC, RICP, or CFP. Qualifications: Proven success in B2B sales , ideally within financial services, employee benefits, or insurance. Strong communication and presentation skills with the ability to engage C-suite and HR executives. Enterprising mindset with the ability to independently build and grow a book of business. Series 6/7 and 63/65 (or 66) licenses preferred, or willingness to obtain. We pay for study materials & licensing fees. Life & Health Insurance license preferred, or willingness to obtain. We pay for study materials & licensing fees. A bachelor’s degree in Management, Business, Finance, or a related field is a plus. About Company As a New York Life partner, my goal is to help driven, ambitious people fulfill their potential. We'll help you take the path to becoming a financial advisor, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. We enjoy a flexible work schedule to allow you to let your values and your personality drive your success. If you like working with people, have an enterprising spirit, and genuinely enjoy helping others, you’ve come to the right place. We provide complete training, education, and support. Expert training Tuition Reimbursement to help you achieve a financial services designation such as FSCP, ChFC, CFP, RICP, and more Backed by over 180 years of experience Pension eligibility Flexible schedule Significant income potential