Financial Planner Trainee - 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 What Sets This Role Apart 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 funds through NYLIFE Securities LLC. 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 services. What We Look For 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 Compensation & Benefits 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. Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. #J-18808-Ljbffr New York Life