Financial Professional

Financial Professional

You will begin your career at New York Life as a financial professional and develop the skills required to provide trusted financial guidance to your clients

What You Will Do

Build a practice focused on guiding your clients in making the right financial decisions for their families

Protect clients with tailored insurance solutions so they know they are well prepared with coverage for the future

Help clients prosper with investment solutions appropriate for their risk tolerance levels and time frame*

• *You must become a properly licensed Registered Representative in order to offer investment solutions.

The Clients You Can Serve

Families

Young professionals

Retirees and pre-retirees

Business owners

Financial Solutions You Can Offer

Life insurance

Annuities

Investments*

Long-term care insurance

Individual disability insurance

Products authorized through the sponsored marketing agreements

Insurance solutions for small businesses**

Fee-based financial planning***

• *You must become a properly licensed Registered Representative in order to offer investment solutions.
• **You will be required to complete the online training and be approved by the Business Solutions area in order to offer products.
• ***You must become a properly licensed Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company, in order to offer investment advisory and fee-based financial planning services.