LIFE AS A SALES PROFESSIONAL Making every day extraordinary.

What does a financial professional do every day?

At New York Life, you are empowered to build the schedule that best fits your life.


Grab that first cup of coffee and canvas for new potential clients in my network.

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Check in with my Development Manager and then complete a NYLICU University training session online.

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Call a few prospective clients and set up appointments for later in the week.


Client appointments: fact finding, following up on policy applications, and conducting reviews.

Group 3


Launch a digital marketing campaign with Marketing Central, then attend a local community volunteering event.

Being an agent requires you to be really organized—I have a clear process about what I need to do every day.

Lina Trujillo, New York Life Partner recalls her agent career experience

How to make an impact

Financial professionals share tips on growing a career and serving clients.

Daily meetings

"A goal I’ve always set, from the very beginning, is to set two appointments a day."

Dennis Ballow
New York Life Agent

Ask for advice

"Study groups are a lifeline for agent success because at the end of the day, our greatest resource is each other."

Donna Elison
–New York Life Agent

Community service

"I joined the women’s association and go and do the volunteer work."

Tae Youn L. Clough
–New York Life Agent

What makes every day at New York Life special

At New York Life, doing your job means doing good. It’s a challenging, exciting, purpose-driven career that provides endless opportunities for you and the individuals in your community.

Meaningful, long-lasting relationships with clients

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Support your local non-profit and charitable organizations by leveraging the resources and programs offered by the New York Life Foundation


Flexibility to do things your own way*

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.

* After you complete all the required training.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.