Financial Professional

Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to help clients develop a long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to: risk management, retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning.

 

Training, Support and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the ability to run your own practice. You will be in business for yourself – but never by yourself.

 

Qualifications: We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas.

 

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.

 

Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. 

Gregory W. Wood, CLU®, ChFC®

Senior Partner

 

BOSTON GENERAL OFFICE

Phone: 508-616-4906

Email: woodg@newyorklife.com

 

Local Offices: Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater and Johnston RI.