Career Changer Leadership Development Program

Not every successful financial professional starts in financial services.

Many of the strongest people on our team came from banking, insurance, military service, healthcare, sales, operations, and business leadership. They brought leadership, discipline, relationship-building skills, and a desire to continue growing.

If you're looking for more ownership over your career, meaningful work, and an opportunity where your growth is tied to your effort, we'd like to start a conversation.

As a Financial Professional with New York Life, you'll work with individuals, families, and business owners to help them prepare for important financial decisions through personalized planning and long-term relationship building.

Responsibilities include:

• Building trusted client relationships
• Helping clients prepare for retirement and long-term financial goals
• Providing solutions to help protect families, businesses, and assets
• Growing and managing your own client base
• Continuing your professional development through coaching, mentorship, and training

We're interested in professionals who:

• Enjoy building relationships and helping others
• Have demonstrated leadership experience
• Are coachable and committed to continuous growth
• Thrive in performance-based environments
• Want greater ownership over their career and professional development

Financial services experience is helpful but not required. Many successful professionals have transitioned from banking, insurance, military leadership, healthcare, sales, operations, education, and other relationship-focused careers.

Training & Development

• Structured onboarding
• Licensing support
• Professional coaching
• Opportunities to earn professional credentials through The American College

Tools to Grow Your Business

• Proven sales, prospecting, and marketing resources
• Support to help attract, develop, and retain clients

Comprehensive Solutions

• Life insurance
• Annuities
• Long-term care planning
• Disability income insurance
• Investment products such as mutual funds through NYLIFE Securities LLC (Member FINRA/SIPC)

Flexible Career Path

• Pursue leadership opportunities
• Develop specialized expertise
• Explore advisory services through Eagle Strategies LLC

Autonomy

• Build your business from a New York Life office or independently
• Operate under the New York Life brand or your own DBA (where applicable)

Growth & Specialization

Build expertise in:

• Retirement planning
• Wealth advisory
• Estate planning
• Business solutions

Advanced Support

Access experienced professionals who assist with complex and high-net-worth planning strategies.

Performance Rewards

• Competitive incentives
• Recognition programs
• Career advancement opportunities

Professional Community

Join a collaborative network of mentors, study groups, and experienced financial professionals invested in your success.

This is a commission-based opportunity where your income is directly tied to your performance.

In 2024, the average income of New York Life financial professionals operating under the N8 and N9 Agent Contracts who met annual minimum sales production requirements was $120,555. Individual results will vary based on performance.

Eligible full-time agents may qualify for:

• Medical
• Dental
• Life Insurance
• Long-Term Disability
• 401(k)
• Pension

Learn more about compensation and benefits:

https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

New York Life is a Fortune 100 mutual company with more than 180 years of helping individuals, families, and business owners protect what matters most and achieve long-term financial goals.

Because we are a mutual company, we are accountable to our policyholders rather than outside shareholders, allowing us to focus on long-term client success.

Recent recognitions include:

• Fortune (2026): World's Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

Our impact includes:

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded
• $1.2 trillion in life insurance protection in force
• Largest mutual life insurer in the United States

If you're looking for more than just another job and want the opportunity to build a meaningful career with the support of an established industry leader, I'd welcome the opportunity to have a conversation with you.