Financial Advisor - Career Transition

What You’ll Do

• Develop your own client base through networking, referrals, and community involvement
• 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 ongoing training and real-world experience

• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

• Self‑motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long‑term learning and growth, not just a short‑term role

• 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 Agent’s Contract who met annual minimum sales production requirements was $120,555. 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

For more information about commission-based income and benefits for financial professionals, please follow this link:

SMRU 8914120 (Exp.
04/30/2027)