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SALES RESOURCES AND TRAINING Build your career, but not alone
You don't have to be great at every part of this job to do well... I may not always be the expert at something, but when I'm not, I have the right experts to turn to.
LIZZIE DIPP METZGER
New York Life Agent
The tools you need to succeed
You’ll have a wide range of resources at your disposal at New York Life.*
Expert Field Consultants
We know that insurance can be complicated. That’s why New York Life has experts on hand or on call to answer your questions and provide crucial support.
Digital Sales and Marketing Tools
Building a practice in the modern era requires extensive online marketing and a compelling social media presence. We provide access to the tools and resources you need to meet this moment.
Advanced Planning Services
New York Life’s Advanced Planning Group works with financial professionals to provide expertise on complex financial solutions, business strategies, and estate planning strategies so that they can better serve their clients.†
†New York Life, its agents and employees do not provide legal or tax advice.
Professional training with purpose
We invest in you from the start and offer access to a wealth of resources to help with training, licensing and professional designations.
Complete Development Curriculum - self-guided and instructor led as well as on-the-job training
Receive mentoring from a General Office Development Manager
Participate in Peer Learning Communities through study groups and other joint work and learning opportunities
Earn Professional Designations through New York Life's partnership with the American College
A well regarded training program
With our robust training and support network, you always have room to grow your career over time with one-on-one coaching sessions, team building and collaboration, personal and professional development assignments, ongoing feedback and reinforcement and experienced peer mentorship.
Courses are available on-demand, 24/7, and give you the opportunity to learn at your own pace.
We support your career growth.
You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out.
Find your career path
Ready to start building your career?
Fill out this form and a New York Life recruiter in your area will call you soon.
Explore New York Life careers
Become a financial professional with a trusted company.
1A New York Life financial professional (Agent) can pursue to becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, agent state law, and investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
2Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company.
3Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. 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 chance.
*Certain tools and services are available at the agent's expense, when agent authorizes.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.