Financial Professional with Military Background

Company: New York Life - Chicago Northshore
Location: Chicago
Posted on: February 17, 2026

Job Description:

Job Description Job Description Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Thank you for your service to our country! Financial Professional Opportunity for Military Veterans with New York Life - Chicago Northshore Were seeking driven military veterans ready for a new mission, one that leverages your discipline, leadership, and resilience. At New York Life - Chicago Northshore, you'll build a meaningful career helping others achieve financial security, with comprehensive training, mentorship, and growth opportunities. If you're ready to transition your skills into the financial world, we offer the tools and support to ensure your success. Join us and continue making a differencethis time in the lives of individuals, families, and businesses. 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), Moodys (Aaa), and Standard & Poors (AA). This provides our team with stability and the resources to support your professional growth. Follow this link to see New York Lifes incredible industry accolades: https://www.newyorklife.com/newsroom/featured -awards Follow this link to hear from multiple New York Life agents and discover the rewarding career paths theyve created: https://youtu.be/tCmrZ2_M_4M 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 Overview: As a Financial Professional you will play a critical role in helping clients secure their financial future in the following ways: Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies. Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.) Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness. Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. Characteristics We Seek: We are looking for military veterans who possess the traits essential for success in financial services. You are competitive , driven to excel in challenging environments, and take ownership of your actions and results. Youre coachable , open to learning and continuous improvement, with strong communication skills that help you clearly express ideas and actively listen. Your self-discipline keeps you focused and productive, even without supervision, and you stay authentic, remaining honest and true to your values. These qualities are the foundation for success in this role. 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. *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.

Keywords: New York Life - Chicago Northshore, Chicago , Financial Professional with Military Background, Accounting, Auditing , Chicago, Illinois