Financial Services Professional
New York Life Financial Services - Latham, NY

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Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.

As a Financial Services Professional it is your responsibility to help individuals plan for their future. Do you have a retirement plan in place? What do you have to do today, to put your children through college? How do you plan on transferring your wealth to heirs? Description of activities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service.
The median annual wage of financial services sales agents was $70,190 in May 2010.


  • Undergraduate degree
  • Life and health licenses within 30 days of acceptance (company will pay for costs)
  • Finra series 6 and 63 registrations within 120 days (company will pay for costs)
  • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
  • Organized, detail-oriented, and excellent time-management skills

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.

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