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Part Time Series 63 Jobs (NOW HIRING)

Partner

Waltham, MA · On-site

$115K/yr

Conduct field observations and demonstrations alongside part-time and full-time agents to showcase ... FINRA SIE License FINRA Series 6 or 7 License FINRA Series 63 or 66 License Life Insurance Producer ...

Partner

Waltham, MA · On-site

$115K/yr

Conduct field observations and demonstrations alongside part-time and full-time agents to showcase ... Series 63 or 66 License • Life Insurance Producer License • Accident & Health or Sickness ...

Showing results 21-40

Part Time Series 63 information

What is the difference between Part Time Series 63 vs Part Time Series 7?

AspectPart Time Series 63Part Time Series 7
Required CredentialsFINRA Series 63 licenseFINRA Series 7 license
Work EnvironmentState securities regulations, compliance rolesBroader securities trading, investment advising
Industry UsagePrimarily for securities registration and state complianceFor securities sales, trading, and investment recommendations

The Part Time Series 63 license focuses on state securities regulations and compliance, often required for securities agents. The Part Time Series 7 license covers a wider range of securities activities, including trading and investment advising. While both are essential in the securities industry, Series 63 is more about registration and compliance, whereas Series 7 allows for broader securities transactions.

More about Part Time Series 63 jobs

What cities are hiring for Part Time Series 63 jobs?

Cities with the most Part Time Series 63 job openings:

What are the most commonly searched types of Series 63 jobs?

The most popular types of Series 63 jobs are:

What states have the most Part Time Series 63 jobs?

States with the most job openings for Part Time Series 63 jobs include:

Infographic showing various Part Time Series 63 job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

$115K/yr

Full-time, Part-time

Re-posted 15 days ago


Key responsibilities

  • Execute comprehensive candidate recruitment strategies and ensure candidates progress through the interview process.

  • Conduct thorough interviews, provide career overviews, and deliver detailed information on training, marketing, compensation, and onboarding to candidates.

  • Develop tailored plans and provide instruction, training, and performance reviews to agents to support their productivity and success.


Job description

Job Requisition ID: 94285

Location: 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451

Offered Wage: $115,966.00/year

Duties: Execute comprehensive candidate recruitment strategies utilizing diverse sourcing methods to ensure a seamless progression through New York Life's established four-stage interview process. Conduct thorough interviews with prospective candidates, deliver comprehensive career overview, and select top talent. Provide in-depth interviews to chosen candidates and offer detailed insights into training and marketing initiatives. Deliver detailed compensation overview presentations to selected candidates to ensure transparency and clarity. Explain the onboarding process comprehensively to selected candidates and facilitate a smooth transition into their roles. Meet with onboarding candidates, provide personalized support, and address their diverse needs. Develop tailored individual plans and goals for candidates and guide them toward achieving optimal production levels necessary for progression to full-time contracts. Provide individualized instruction and rigorous training drills to part-time and full-time agents to ensure mastery of job-related tasks. Conduct field observations and demonstrations alongside part-time and full-time agents to showcase New York Life's offerings to prospective clients. Conduct performance reviews and strategic planning sessions with agents to optimize their productivity and success. Implement retention strategies aligned with New York Life's benchmarks to foster agent loyalty and longevity. Monitor and maintain per-agent production levels by established benchmarks to drive organizational success. Offer expert assistance to agents in navigating the life and investment case examination processes with the underwriting and suitability departments, respectively. Collaborate with office management to establish and refine short-term, medium-term, and long-term goals to drive organizational growth and success. Provide personalized coaching to agents to empower them to achieve their personal and financial aspirations. Offer dedicated servicing to pre-existing clients, addressing their needs and concerns with professionalism and care. Facilitate the delivery of claims to beneficiaries compassionately and efficiently upon the decease of pre-existing clients. Conduct specialized classes as designated by the General Office or when need is observed and contribute to agents' professional development and multicultural competence.

Education & Experience Requirements: Two (2) years of experience as a Sales, General, Operations Manager or related occupation recruiting, mentoring, or developing high-performing sales professionals in the insurance, brokerage, or financial services industry. Experience must include (quantitative experience requirements not applicable to this section): Coordinating with a team of high-performing sales professionals in the insurance, brokerage, or financial services industry to drive revenue growth and ensure operational excellence; Utilizing Salesforce (CRM) and other technologies to track activity and monitor company metrics; Providing customized financial solutions to manage client portfolios, risk, and achieve wealth and retirement goals; and Participating in talent recruitment, interviewing candidates, and onboarding new hires. Must also possess the following: FINRA SIE License FINRA Series 6 or 7 License FINRA Series 63 or 66 License Life Insurance Producer License Accident & Health or Sickness Producer License. Up to 35% domestic travel. Eligible for Employee Referral Program. To apply visit https://jobs.newyorklife.com/ and search job title.

Pay Transparency

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Company Overview 

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. 

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. 

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. 

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID: 94285


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About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US