Financial Services Professional

Job Description

Job Description

Financial Advisor / Registered Representative / Agent

About the Role

As a Financial Professional with New York Life, you’ll have the opportunity to make a meaningful difference in the lives of individuals, families, retirees, and business owners. You’ll partner with clients to understand their goals and create customized financial strategies designed to provide long-term security and peace of mind.

Through New York Life, Eagle Strategies, and NYLIFE Securities, you’ll offer a comprehensive suite of solutions—including insurance, investments, retirement planning, education funding, business planning, employee benefits, special needs planning, and estate / legacy strategies.

Why Join Us

At New York Life, we believe success starts with strong support. You’ll benefit from :

Comprehensive Training & Development : A structured two-year program, plus ongoing education to help you master your craft.

Mentorship & Collaboration : Guidance from top-performing agents and managers who want to see you succeed.

Proven Resources : Backing from a Fortune 100 company with the independence to run your own practice.

Marketing & Prospecting Support : Tools, technology, and strategies to help you build lasting client relationships.

You’ll be in business for yourself—but never by yourself.

Who We’re Looking For

We’re seeking motivated, entrepreneurial individuals who want to build a rewarding career while making a positive impact. Ideal candidates bring :

Integrity and professionalism in every interaction

Strong communication and relationship-building skills

A passion for helping clients achieve financial security

The drive to build a sustainable practice

Our Values

Our mission is simple yet powerful : to provide financial security and peace of mind.

We act with integrity and humanity, guided by confidence and humility, and we remain committed to doing the right thing—for our clients, our colleagues, and our communities. At New York Life, we’ve been here for good for over 175 years, and we’re looking for people who want to be part of that legacy.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (Member FINRA / SIPC), a Licensed Insurance Agency. Agents offer insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1 Individual Third-Party Ratings Reports as of 10 / 19 / 2023

2 MDRT (The Premier Association of Financial Professionals) is recognized globally as the standard of excellence in life insurance sales performance.

New York Life is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity.

SMRU 4991842.3 exp 3 / 6 / 2026

Company Description

Facts : New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.

Company Description

Facts : New York Life is among the strongest and most respected financial companies in the world for over 185 years. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the United States.