New York Life Insurance Company · 23 hours ago
Financial Services Consultant
New York, NY
Full-time
Hybrid
Mid Level
$60K/yr - $163K/yr
3+ years expNew York Life Insurance Company is a Fortune 100 company dedicated to helping clients secure their financial future. As a Financial Services Consultant, you will provide clients with tailored financial solutions through life insurance and investments while building your own practice.
FinanceFinancial ServicesInsurance
Responsibilities
Understanding the needs and financial concerns of clients and providing solutions
Sell life insurance and long-term care insurance
Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur
Networking and building your personal book of business through establishing professional networks and prospecting for new clients
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
Qualification
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
Strong interpersonal management skills
Self-starter and capable of working individually as well as in a team environment
Sales knowledge
Enjoy engaging in your community and networking
Eager to learn new things
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.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Craig DeSanto
CEO
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase