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New York Life

Financial Advisor Career Transition

san antonio, TX

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Job description

Build a career that's designed to last.

nFor over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional, you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

nWhat You'll Do

nnDevelop your own client base through networking, referrals, and community involvement

nBuild relationships and guide clients through key financial decisions (retirement, protection, education planning)

nOffer tailored solutions across insurance and financial products

nGrow your knowledge and skills through ongoing training and real-world experience

n nWhat Sets This Role Apart

nnBe Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.

nTraining & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.

nFinancial Support: Training subsidy available for eligible candidates during early stages

nResources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

nProducts & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.

nCareer Path Flexibility : As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

n nWhat We Look For

nnSelf-motivated individuals who take initiative

nStrong communicators who enjoy building relationships

nCoachable and open to feedback

nInterested in long-term learning and growth, not just a short-term role

n nCompensation & Benefits

nnYou have the power to determine your own income with our commission-based compensation

nIn 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income.

nBenefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension

n nThe Next Step

nIf you're looking for a career where your work has real impact—and your growth is in your hands— supported by a company with a long history and a strong future, let's start a conversation.

nAbout New York Life

nNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.

nWe are focused on the long-term success of our clients.

nWe're proud to be recognized by the following organizations:

nnFortune (2026): World's Most Admired Companies

nHandshake (2026): Early Talent Award

nSeramount (2025): 100 Best Companies for Workplace Programs

n nThe results we've delivered for our clients include:

nn5 million policyowners protected

n$1 billion in lifetime annuity income paid

n$7.8 billion in living benefits awarded (dividends not guaranteed)

n$1.2 trillion in life insurance protection in force

n#1 largest mutual insurer in the U.S.*The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

n n1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary.

n2. Wealth management and advisory services offered by Financial Advisors of 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.

nNew York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

nSMRU (Exp.04/30/2027)

Worksite address

san antonio, TX, 78208, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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