New York Life Company

  • 550 S. Winchester Blvd. Suite 405 San Jose, CA 95128

We Are Hiring

Insurance and Financial Sales Professionals

What does a career need to offer you?

  • Opportunity for Financial growth?
  • Personal satisfaction?
  • Opportunity to advance?

You’ll find all that and more as a New York Life Agent. At New York Life, we believe that we can only get ahead by doing the right things. This belief demonstrates our business philosophy and how we interact with our clients as Agents and Managers.

Because when you join forces with New York Life, it’s not about where you’ve come from. It’s about where you want to go.

1) The Opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate and business planning.

2) Requirements: We require highly motivated individuals who are willing to invest their time and energy into creating profitable and rewarding careers.
We’re looking for motivated self-starters who want to:

  • Build their career with significant income potential.
  • Grow their business supported by our long-standing history of financial strength and integrity.
  • Make a difference in their community by helping others achieve their financial goals.
  • Customize their career path to match their personal goals.
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their achievements.

3) Description of Activities and Responsibilities: As a licensed agent, you will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer.

  • Develop and implement agent business and marketing plans
  • Prospect for potential clients
  • Discuss financial concerns and needs of individuals
  • Present potential solutions using our quality suite of products and services
  • Develop your professional skills and knowledge

4) Compensation: Industry-leading benefits

  • Medical and Dental Insurance
  • Group Term Life Insurance
  • Disability Insurance
  • 401(k) plan after first year of service
  • Pension*

*Certain eligibility requirements apply. Monthly payments are determined by your earning, 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.

5) Training: We’re serious about training: Our NYLIC University’s comprehensive Agent training curriculum form the backbone of our training. Training provided at the local office is on-going throughout the lifetime of the agent career.

New agent development (Years 1-3).

  • Career Orientation - Training actually begins before an Agent signs his/her agent contract. Career Orientation offers an overview of the career and helps prospective Agents know what to expect from Day One
  • Fundamental Career School - Provides the technical and administrative knowledge Agents need to succeed
  • Basic Career School - Reinforces Fundamental Career School and expands Agents’ knowledge
  • Intermediate Career Course - Broadens Agents’ knowledge of product and services
  • Career Development Conference - A highly interactive five-day course, held at NYLIC University’s campus in Dallas, TX
  • The Associates Program - Introduces the agent to more advanced areas of Estate Planning, Retirement Planning, and working with Small Business Owners.

In addition, during their first three years, new Agents are encouraged to begin studying for the exams to becoming a registered representative, and Securities licensing training will be provided.

Professional designations.

We encourage Agents to pursue industry professional designations and offer tuition reimbursement for courses that will help Agents attain the following designations:

  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)
  • Masters of Science in Financial Services (MSFS)
  • Chartered Leadership Fellow® (CLF®)

The opportunities to succeed are huge!

Call today to learn more about this opportunity.


Equal Opportunity Employer M/F/D/V/SO

Contact: Nga Ha - Partner


Santa Clara General Office
550 South Winchester Blvd, Suite# 405
San Jose, CA 95128
Phone: 408-799-7347
E-mail address:

SMRU# 1709546 ( Exp. 10/08/2018)