Insurance Sales/Financial Advisor

  • New York Life Insurance Company
  • Charlotte, NC 28277, USA
  • Apr 22, 2024
Full time Sales

Job Description

Partner with us and see your career grow with New York Life Charlotte General Office!


Are you ready to launch a career and not settle for just another job?  Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring?  If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.


We are looking for motivated self-starters who would like to:

  • Manage their own work schedule and establish an attractive work/life balance.
  • Build their career with significant income potential.
  • Grow their business supported by the financial strength and integrity of New York Life.
  • Make a difference in their community by helping others achieve financial peace of mind.
  • Customize their career path to match their personal financial goals.
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their financial achievements.
  • Define their career path as a Financial Services agent and have the opportunity for management.



  • Organized, detail-oriented, and excellent time management skills.
  • Strong sales, leadership, and communication skills.
  • Ability to work in a team-based environment.
  • College Degree preferred.
  • Sales experience preferred.
  • Highly self-motivated and self-disciplined.
  • Relationship building and networking abilities.
  • FINRA Series 6/63, Series 7 - not required.
  • Financial Industry background is a plus


Here's what you'll do:

  • Build relationships with clients beyond a financial/transactional basis.
  • Develop your professional skills and sales knowledge.
  • Develop and implement business and marketing plans.
  • Prospect for potential clients.
  • Schedule appointments and meet with clients.
  • Discuss financial concerns and needs of individuals.
  • Present potential solutions using our world class suite of products and services.
  • Provide ongoing support to existing clients.




401 (k) plan after one year of service and Pension Plan

Continuing education reimbursement

Reimbursement for industry designations



NYLIC University: One of the most comprehensive and well-respected training programs in the industry.


Company Description:

New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally.  Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance.  New York Life Investment Management LLC provides institutional asset management and retirement plan services.  Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

EOE M/F/D/V 1611768

New York Life Charlotte General Office