Financial Agent with Educating Experience

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Teaching Skills into Financial Services:

• Leverage Your Communication Expertise: Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
• Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
• See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients’ lives, both now and in the future.
• Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.

Meet Our Leadership Team: Christopher J. Viveiros, CLU® – Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities.  Education & Credentials: CLU®, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: https://www.linkedin.com/in/chrisviveiros/ Erica Berning, LUTCF, CLF, CLU® – Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life – Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life. Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU® Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: https://www.linkedin.com/in/ericatakach/ Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times. Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: https://www.linkedin.com/in/celeste-garrett-222a20a/ Brian P. Curry, Sales Development Manager: Brian began his career with New York Life in 2018 in the Constitution General Office. A native of Philadelphia, Pennsylvania, Brian spent three years as a financial services agent, earning multiple securities licenses and achieving Executive Council* recognition. He was also an active member of NAIFA, proudly representing New York Life within the insurance and financial advisory community. In October 2021, Brian accepted an invitation to join the management team at the Chicago North Shore General Office as Sales Development Manager, where he focuses on developing and retaining agents who serve the Chicago community. Brian is passionate about helping new agents succeed and building strong teams that make a meaningful impact by helping individuals and families create a more secure financial future. Education: B.S. in Finance, Bloomsburg University of Pennsylvania. Follow this link to learn more about Brian: https://www.linkedin.com/in/briancurrynyl/ Position Responsibilities for a Financial Representative:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Qualifications:

• A bachelor's degree in finance, business, or a related discipline is preferred.
• Prior experience in insurance, financial services, or business development is beneficial, but not required.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

Benefits and Compensation:

• Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
• 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
• Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
• Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.**
• Career Growth: Access to industry-leading training, certifications, and career development resources.
• Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
• Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. 

Our Unique Angle: Meticulous Training and SupportWe distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. About Us: New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth.Join the team at New York Life - Chicago Northshore!This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. This is a chance to help build a scratch team with significant growth potential and long-term career possibilities. *This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Flexible work from home options available.

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