Retirement Planner

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self‑disciplined
• Authentic

If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

People who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. New York Life’s Retirement Planning Practice Model¹ training program is designed to develop your expertise in helping clients prepare for retirement. Whether they want to save for the future or protect the savings they’ve built, this specialized curriculum will equip you with the knowledge to address all their retirement planning and preservation needs.

We’ll equip and train you with a multifaceted approach that includes an industry‑leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business.

You’ll also get rewarded and acknowledged with sales incentives and professional‑development trips for our top‑performing advisors.

• Licenses:
  Life, Health, SIE, Series 6 (or
  7) and 63
• American College Designations: FSCP®, ChFC® and RICP®

Beyond training and support, New York Life will equip you with the tools you need to succeed day‑to‑day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

New York Life offers a range of products, including life insurance, annuities, long‑term care insurance, disability income insurance and investment products such as mutual funds through our broker‑dealer arm, NYLIFE Securities LLC. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies and business solutions.

When you join New York Life, you’re joining a strong team with peer‑to‑peer support options like study groups, mentorship and other opportunities to engage with your fellow financial professionals.

You have the power to determine your own income with our commission‑based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life and disability insurance, as well as a 401(k) and pension.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long‑term success of our clients.

• Financial Strength: A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (Standard & Poor’s)
• Training Magazine’s APEX Award, 2022
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022:
  America’s Best Employers for Diversity
• Latino Leaders 2022:
  Best Companies for Latinos to Work For
• 5.3 million LIVES PROTECTED
• $579 million LIFETIME ANNUITY INCOME PAID
• $4.5 billion IN LIVING BENEFITS AWARDED
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE

1. Must be a registered representative with NYLIFE Securities LLC, a Licensed Insurance Agency and a New York Life Company.
2. Life and Health licenses are required before a candidate is appointed as an agent for New York Life.
3. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards and required training. Requirements are subject to change.

New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity. (Exp. 04.30.2024)