New York Life Insurance Co

Financial Planner Trainee - Career Transition

New York Life Insurance Co • $120K *
San Antonio, TX 78228In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Self-motivated individuals who take initiative
  • Strong communicators who enjoy building relationships
  • Coachable and open to feedback
  • Desire for long-term learning and growth

Responsibilities

  • Develop your own client base through networking and community involvement
  • Build relationships and guide clients through key financial decisions
  • Offer tailored solutions across insurance and financial products
  • Grow your knowledge and skills through ongoing training

Benefits

  • Structured onboarding and licensing support
  • Training subsidy available during early stages
  • Access to sales, prospecting, and marketing tools
  • Prepaid tuition for eligible agents pursuing professional credentials
  • Medical, dental, life and long-term disability coverage, and a 401(k) with pension options
Full Job Description
Build a career that's designed to last.

What You'll Do
  • Develop your own client base through networking, referrals, and community involvement
  • Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
  • Offer tailored solutions across insurance and financial products
  • Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart
  • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
  • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
  • Financial Support: Training subsidy available for eligible candidates during early stages
  • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
  • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
  • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions-or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

What We Look For
  • Self-motivated individuals who take initiative
  • Strong communicators who enjoy building relationships
  • Coachable and open to feedback
  • Interested in long-term learning and growth, not just a short-term role

Compensation & Benefits
  • You have the power to determine your own income with our commission-based compensation
  • In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income.
  • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension

For more information about commission-based income and benefits for financial professionals, please follow this link:

Take" data-faitracker-click-bind="true">https://www.newyorklife.com/ca...

The Next Step

If you're looking for a career where your work has real impact-and your growth is in your hands- supported by a company with a long history and a strong future, let's start a conversation.

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary.

2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Finance & Insurance
Founded
1845
* Ladders Estimates
Ad banner background

Get Ready For Your
Next Interview

More Jobs at New York Life Insurance Co

More Finance & Insurance Jobs

Find similar Financial Planner Trainee - Career Transition jobs:

NationwideSan Antonio, TX