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New York Life Insurance Company · 5 days ago

Financial Strategist | Planning, Investing & Leadership Track

New York, NY

Full-time

Hybrid

Mid Level

$60K/yr - $163K/yr

3+ years exp

New York Life Insurance Company is seeking a Financial Strategist for their Planning, Investing & Leadership Track. In this role, you will provide clients with education and strategies to secure their financial future while building your own practice with the support of a Fortune 100 company.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Partner with clients to understand their financial goals and concerns, delivering holistic, long-term planning solutions

Design and implement comprehensive strategies across protection planning, retirement income distribution, tax-efficient investing, estate conservation, and education funding

Utilize insurance and risk-management solutions as part of an integrated financial plan, aligned with each client’s broader wealth strategy

Build and grow a personal book of business through relationship-based networking and professional referrals

Serve clients through New York Life Securities , leveraging a platform with $808B+ in assets under management , and Eagle Strategies , a registered investment advisor overseeing $35B+ in fee-based assets

Establish trusted, multi-generational relationships by delivering ongoing planning, guidance, and fiduciary-minded advice

Qualification

Sales experienceLifeAccidentHealth licenseSeries 763 licenseSales techniques knowledgeEntrepreneurial mindsetNetworkingCommunication skillsInterpersonal skillsSelf-starter

Required

Excellent communication and interpersonal skills

Life, Accident, and Health license required or willingness to obtain within a reasonable time

A desire for an entrepreneurial mindset and a passion to help others

Strong knowledge of sales techniques and strategies

Preferred

Minimum 3 years of sales experience in sales, customer service, or consulting

Series 7, 66, or 63 license

Benefits

401(k)

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Life insurance

Professional development assistance

Retirement plan

Tuition reimbursement

Vision insurance

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)