New Policy Specialist jobs in Schenectady, NY

Financial Specialist

Ready to grow by affiliating with New York Life?

New York Life’s top-performing financial professionals are expanding their team of producers. They’re eager to work with other experienced financialprofessionals who are joining the New York Life family specializing in one or more of the following areas:

• Income Protection
• Retirement Planning
• Wealth Advisory1
• Business Solutions
• Estate Planning
• Executive Benefits

In addition to the opportunity of affiliating as a financial advisor with Eagle Strategies with complementary specialties2, you and your clients will have access to New York Life’s Advanced Planning Group, a highly trained team of professionals with credentials and experiences in law, taxation, trust, estate, and business planning3.

Who we’re looking for:

• Life / Health Licensed Agents
• Registered Reps
• Investment Advisor Reps

You could be right for this opportunity If you have:

• Entrepreneurial ambitions
• History of Success in sales, client services, or client-facing roles
• Excellent time-management skills
• Desire for continuous learning
• Self-disciplined

What we offer:

New York Life will value and reward your hard work. You’ll have significant income potential because compensation is directly aligned with sales performance.

And our comprehensive benefits package includes:

• Health/Dental/Life/Disability
• A 401(k) plan (after one year of service)
• A defined benefit pension plan (subject to eligibility and vesting requirements)4
• Reimbursement for certain company-approved industry designations

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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. We are focused on the long-term success for our clients.

Contact New York Life today to discover what making a living while making a difference is all about.

1Wealth Advisory requires affiliation as a financial advisor with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company.

2Qualification 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.

3Neither New York Life, nor its employees or representatives provide tax, legal or accounting advice.

4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual

Orientation/Gender Identity

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Expires: 6/20/2024