Job Description
Experienced Financial Professional | Fast Track to Management
Empowering You to Lead
California | Life & Health License Required
Are you a leader in financial services ready to elevate your career?
At New York Life , we’re building something transformational — a community of empowered leaders with integrity, compassion, and excellence. As the largest mutual life insurer in the U.S. and a Fortune 100 company, we offer more than a job — we offer a career with purpose, flexibility, and legacy .
Who We're Looking For: Experienced Financial Professionals
We are seeking experienced professionals who are:
- Licensed in California for Life & Health insurance
- Registered Representatives (3+ years; Series 6/7, 63/65 preferred)
- Experienced in financial advising, insurance, sales, or banking
- Skilled in building client relationships and delivering results
- Proven mentors, team leaders, or community influencers
What You Bring:
- A growth mindset and a passion for learning
- Entrepreneurial drive with a desire for autonomy
- Strong community roots , active in social, civic, or professional groups
- Authenticity and purpose , seeking to make a real difference in people’s lives
The Fast Track to Management Program:
Designed for high-performing professionals ready to lead, our program includes:
- Accelerated path to management and leadership
- Mentorship by top-producing leaders
- Build and lead your own team of Financial Professionals
- Backed by New York Life’s world-class training , products , and support
Why Choose New York Life?
- 175+ years of financial strength and client trust
- $1.2 trillion in life insurance protection in force
- More MDRT members than any other company
- Flexible branding, DBA options, and remote or in-office practice
- Commission-based income with unlimited potential (top 50 agents averaged $1.68M in 2023)
- Full benefits for eligible full-time agents: medical, dental, vision, 401(k), pension
Join a Movement, Not Just a Company
We’re not just recruiting. We’re redefining what leadership looks like in financial services . If you want meaning, growth, flexibility, and a chance to build something lasting — we’d love to meet you. Apply now or message us to learn more about how your leadership can shape the future of finance — and empower others to do the same.
Contact Us to Learn More:
Lisa Vallejo
Partner
📧 lvallejo@newyorklife.com | 📞 (213) 554-5051
Farhana Khan
Director of Recruiting for Lisa Vallejo
📧 fkhan10@newyorklife.com | 📞 (323) 285-3404
New York Life Insurance Company
Beverly Hills Office
6300 Wilshire Blvd. Suite 2010, Los Angeles CA 90048
Los Angeles General Office
3530 Wilshire Blvd. Suite 1600, Los Angeles CA 90010
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
* The terms” agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see .
- Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard& Poor’s AA+ (as of 11/17/2023).
- New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023.
- Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company.
- Wealth Advisory specialization: Must be a Financial Advisor affiliated with 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.
- If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contractor the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
- Based on 2023 company data for 8,156agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023.N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied
- This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
- Dividends are not guaranteed.
- A full list of our awards is available here:
- All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023.
- This reflects the consolidated results of New York Life Insurance Company(NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled$1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life accepts applications for the Experienced Financial Professional position on an on-going basis. Qualified candidates are encouraged to apply as soon as possible.
Job Tags
Full time, Contract work, Immediate start, Remote job, Flexible hours,