DescriptionWhat You'll Do- Develop and expand your own book of business through new client acquisition
- Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
- Offer tailored solutions across insurance and financial products
- Grow your knowledge and skills through specialized training and professional development
What Sets This Role Apart- Training & Development: Structured onboarding, licensing support, coaching, and opportunities for professional credentials through The American College.
- Tools to Grow Your Career: Proven sales, prospecting, and marketing resources to help attract and retain clients.
- Comprehensive Solutions: Life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)-to meet diverse client needs.
- Flexible Career Path: Pursue leadership, specialization or advisory services with Eagle Strategies LLC.⁵
- Autonomy: Work from a New York Life office or independently while building your brand under New York Life or your own DBA.
- Growth & Specialization: Build expertise in retirement planning,⁶ wealth advisory,⁷ estate planning and business solutions.
- Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies.
- Performance Rewards: Competitive incentives and recognition opportunities.
- Peer Network: Mentorship, study groups and a collaborative professional community.
Compensation & Benefits- You have the power to determine your own income with our commission-based compensation
- In 2024, the average income of our financial professionals under the N8 and N9 Agents' Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income.
- Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k) and pension.⁹
For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits
Responsibilities• Expand and grow your practice!
• Engage and network within your community and organizations to expand your brand
• Work with families and professionals to establish and implement financial strategies to achieve and protect their goals.
• Educate clients with the resources and solutions to help prepare for the unexpected life events/circumstances
• Be active in the community, networking to build and expand your personal brand
• Work with business owners to implement strategies for tax diversification, employee retention, and succession planning
• Earn financial designations through our practice module program with the American College of Financial Services and our scholarships.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Build a network of centers of influence and referral partners
Qualifications• Uncompromising integrity
• Results driven
• Track record of growth and success
• Strong history of business development
• Ability to originate and nurture leads
• Ability to successfully expand centers of influence
• Sales experience
• Valid life and health license, preferred
• Valid FINRA Series 6 or 7 & 63/65 or 66, preferred
• Ability to apply processes and make into their own
