Financial Planning and Insurance Advisor

Immediate Hiring Opportunity in the Billings, Montana Area where New York Life is expanding its team of financial professionals.New York Life is actively seeking a new Financial Professional in the Billings, Montana area for an immediate start. This role centers on life insurance sales with a clear pathway to grow into a Certified Financial Planner (CFP) position over time. Candidates should have at least an Associate’s degree or higher, and no prior financial experience is required - New York Life will train the right person. You must reside in Montana or northern Wyoming (remote work is supported, but local residency is required) so that you are part of the community you will serve. If you are motivated to build a client-focused practice in insurance and financial planning, this opportunity offers the support and resources to help you succeed.Overview of the RoleIn this client-facing position, you will be trained to become a licensed financial professional, starting with life insurance and progressing toward comprehensive financial planning. As a New York Life Financial Professional, you will be expected to:Build your client base - Proactively network and seek out new clients, filling your own funnel of leads and referrals. Success in this role requires initiative in making connections and building relationships in the community.Advise and assist clients - Meet with individuals and families to understand their financial goals and insurance needs, then present tailored life insurance solutions and long-term financial planning strategies. You will act as a trusted advisor, helping clients protect their loved ones and plan for the future.Obtain licenses and credentials - Complete the required state Life and Health insurance licensing (if not already licensed) and continue developing your expertise. New York Life provides sponsorship and guidance for licensing, and will train you toward becoming a CFP professional over time. This means you’ll engage in further education and professional development as you grow in the role.Note: New York Life provides full training for newcomers, so even if you have no background in finance, they will help you develop the needed skills. The company’s philosophy is to hire for attitude and aptitude, then invest in your success.Why Join New York Life?New York Life is a Fortune 100 company with a 175-year history, and it offers an attractive package of benefits and support for its agents. Here are some key advantages of joining the New York Life team:Flexible Schedule & Career Path: Enjoy the freedom to set your own schedule as you establish your practice, allowing for better work-life balance. As you hit milestones, you can even advance into management or specialized financial advisor roles over petitive Benefits (Medical, 401k, Pension): New York Life offers comprehensive health insurance (medical, dental, vision) and retirement benefits, including a 401(k) savings plan and a company pension plan - a rare perk in today’s job market. These ensure your own financial security while you help clients with theirs.Sponsored Licensing & Training: All licensing and training costs are subsidized. The company will sponsor you for the Life and Health insurance license and provide a robust training program to help you earn advanced designations as you grow. For example, you can progress toward becoming a CFP with company support for the required coursework and exam clusive, Diverse, and Philanthropic Culture: Be part of an inclusive and community-focused team. New York Life prides itself on a diverse, “work hard, play hard” culture that also emphasizes giving back. You’ll join a supportive network of colleagues and mentors who are involved in local communities and charity - reflecting the company’s core values of putting people first and making a positive impact.Training and Career Path DevelopmentOne of the biggest benefits of this opportunity is the extensive training and development New York Life provides. The company invests heavily in turning new hires into highly competent financial professionals:Licensing and Education: From day one, you’ll have access to resources to help you get licensed and build your knowledge. New York Life sponsors your study materials and exam fees for the state life & health insurance license, which is required to sell insurance. They also offer ongoing financial education. In fact, the company’s training program enables you to earn professional designations (such as CFP®, CLU®, ChFC®) through partnerships with organizations like The American College. Pursuing the CERTIFIED FINANCIAL PLANNER® credential, for instance, entails meeting requirements for a college degree, specialized financial training, professional experience, and passing a rigorous exam - New York Life’s training and mentorship will help you meet these milestones.Structured Mentorship: You won’t be building your career alone. New York Life provides mentoring from experienced Development Managers and senior agents who will coach you as you begin your practice. You’ll participate in joint work, team meetings, and study groups that allow you to learn best practices from peers and industry experts. This means whenever you encounter a complex client situation or have questions, expert consultants and mentors are on hand to support you.Continuous Learning: The training doesn’t stop after initial onboarding. New York Life offers on-demand courses, advanced workshops, and personal development programs throughout your career. You can learn at your own pace 24/7 and continually sharpen your skills. With time, you may also enter the company’s “Accelerated Path to Management” program if leadership is your goal, or focus on specialization areas like retirement planning or wealth management. The career path is truly flexible - you can grow into a high-performing advisor with an independent practice, or move into management coaching new agents.Recognition for Training: New York Life’s training is widely recognized as one of the best in the industry. The company has been named to Chief Learning Officer’s Global LearningElite list for 11 consecutive years (and was the only mutual life insurer on the 2023 list). New York Life’s Training Department also received a Top 50 Learning & Development Team award as part of the OnCon Icon Awards. This means you will be learning in an environment that is proven to produce successful professionals.About New York LifeNew York Life Insurance Company is a venerable institution with over 175 years of service helping families and businesses achieve financial security. Founded in 1845, it is a mutual insurance company, meaning it is owned by its policyholders and focused on long-term stability. New York Life follows a “protection-first” approach - combining life insurance with investment and retirement solutions - to empower people to protect what matters most and build for the future.Today, New York Life is one of the largest financial services companies in the nation. It is a Fortune 500 company, ranked #69 on the Fortune 500 list in 2025 (previously #71 in 2023), and stands as the largest mutual life insurance company in the United States. The company’s financial strength is consistently top-rated by industry agencies, reflecting a legacy of prudent management and reliability.Awards and Recognition: New York Life’s commitment to its employees and agents has earned it numerous accolades:It was named among the “Best Companies for Latinos to Work For” by Latino Leaders magazine, recognizing New York Life’s outreach and supportive environment for Latinx professionals.New York Life has led the industry in Million Dollar Round Table (MDRT) qualifiers for 68 consecutive years. (MDRT is an elite professional association of the world’s top life insurance and financial services agents, a sign that New York Life’s agents are consistently high-performers.)The company is regularly honored for its diversity and inclusion efforts. The National Business Inclusion Consortium (NBIC) named New York Life to its “Best-of-the-Best” list of inclusive companies in America, reflecting initiatives that support a wide range of communities.New York Life is also known for philanthropy and community involvement. Through the New York Life Foundation, it invests in educational and charitable programs. Internally, the culture encourages volunteering and giving back - for example, employees and agents have access to volunteer time off and participate in programs that support local nonprofits.Overall, New York Life’s reputation for excellence, ethics, and inclusion makes it an employer of choice for those entering the financial services field. When you join New York Life, you align yourself with a company that is highly respected and financially strong, which can instill trust among your clients as you build your practice.How to Apply and Next StepsIf you’re ready to make an impact and start a rewarding career in financial services, New York Life wants to hear from you. Submit your resume, and a member of the management team will connect with qualified candidates to discuss next . The hiring process is moving quickly for this immediate opportunity, so interested individuals are encouraged to apply as soon as possible.New York Life is an Equal Opportunity Employer that values diversity in its team. Whether you’re a recent graduate or someone seeking a career change, this role offers unparalleled training and growth potential. Apply today, or if you know someone who would be a great fit for this opportunity, please share this information with them. Joining New York Life in Billings means you’ll be part of a dynamic, supportive team helping to protect the financial futures of families in your community - all while building a prosperous future for yourself.

Created: 2025-11-04