Entry-Level Financial Specialist

Seeking individuals committed to positively impacting the financial well-being of individuals, families, and small businesses

This role goes beyond sales; it is a purposeful career offering reassurance and guidance on financial matters like retirement savings and college planning.

As a Financial Services Representative, you will witness the lasting impact of your work both professionally and personally.

Earnings are in your hands with a commission-based payment structure, allowing you to determine your income.

We offer a 1st Year Bonus of $24,000, and in 2025, our 12,000 agents earned an average of $124,000.

Your salary will be based on performance and includes benefits such as healthcare, dental, vision, a 401(k), and a pension.

$70,000 - $124,800 at plan yearly

• Guide clients in understanding and achieving their financial goals, ensuring they feel confident and informed.
• Develop personalized financial plans that align with clients' unique needs, focusing on long-term success.
• Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
• Build and maintain strong client relationships through regular communication and exceptional service.
• Analyze financial data to identify opportunities for clients to optimize their financial health and security.
• Participate in community events and networking opportunities to expand your professional network and client base.

• Seeking individuals who exhibit resilience in facing challenges
• Looking for candidates who are receptive to feedback and eager to learn
• Wanting individuals with a strong focus on achieving goals
• Seeking motivated individuals with a determined mindset
• Looking for candidates who can build strong connections with others effectively
• Requiring candidates to be willing to complete a self-paced training program

New York Life Charlotte General Office is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and the clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity