The Financial Professional Path

As a financial professional, you can grow your practice around market segments that match your focus and interests.

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

Circle with check mark
Build a practice focused on guiding your clients in making the right financial decisions for their families
Circle with check mark
Protect clients with tailored insurance solutions so they know they are well prepared with coverage for the future
Circle with check mark
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

Circle with check mark
Families
Circle with check mark
Young professionals
Circle with check mark
Retirees and pre-retirees
Circle with check mark
Business owners

Financial Solutions You Can Offer

Circle with check mark
Life insurance
Circle with check mark
Annuities
Circle with check mark
Investments*
Circle with check mark
Long-term care insurance
Circle with check mark
Individual disability insurance
Circle with check mark
Products authorized through the sponsored marketing agreements
Circle with check mark
Insurance solutions for small businesses**
Circle with check mark
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.