Career Development

In a rapidly changing world, The Career Agent Resource & Education Department, through training, marketing, sales support, sales promotion and recruiting support is committed to helping the Agent and the Management Team create an organization which is one of the most professionally trained and successful agencies in the industry.  With an "Agent is my client" attitude, the Department strives to make the motto of "Giving You the Power to be Your Best" a reality on a daily basis.

Training Objectives - Sophisticated and personalized training is provided to help achieve a number of objectives.

 




  • Developing prospecting skills to set up and maintain a constant supply of potential buyers.



     
  • Maximize your ability to identify at least two target markets you can penetrate and become a part of.



     
  • Acquire the product knowledge and selling skills necessary for becoming a successful insurance and financial services professional.



     
  • Acquire the planning and business skills needed to operate a professional financial services business.



     
  • Instill a sense of ethical conduct in conjunction with proper business practices and compliance with Company and regulatory agency.


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Individual Development Program - New York Life Agents receive among the industry's best training.


 


"Some succeed because they are destined to, but most because they are determined to." -- Anonymous


Business Development - Assist in your continued professional development and helps you maximize your sales. 


The Houston General Office of New York Life support includes Business Management, Business Processing and Business Development.


 





  • Tw0 (2) full-time Sales Development Managers/Trainers 



     
  • Agency Standard Consultant



     
  • Various Product Consultants



     
  • Professional development support



     
  • Advanced planning resources



     


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 * Members only group; fee required; production level must be met; other specific requirements apply


** Fee required 


 




 


 


 OUR SALES DEVELOPMENT TEAM



 


Cesario (JC) Cavazos

Senior Development Manager

(713) 624-6418


crcavazos@ft.newyorklife.com


JC’s has the perfect background for this industry. While earning his degree in Actuarial Science, yes he went to school to be in this industry; he worked for Wells Fargo and learned about the importance of financial services. However in his time there the Financial Crisis of 2008 and the resulting company-wide hiring freeze forced JC to explore other opportunities.      


Seeing how something completely out of his control could affect his career, he explored options where he could be in control of his own destiny and still do what he loved to do. JC’s core purpose is to help everyone whom he meets to achieve all of their financial goals. 





 


 


 



 

Chris Hoeller, CLU



Senior Agency Standards Consultant



(713) 963-4208



cahoeller@ft.newyorklife.com



 


 





Honor, integrity and principles are attributes that you would expect in a compliance person. With Chris, you add vitality, enthusiasm and personality. Chris takes pride in bringing a spirit of partnership with the agent to protect both the agent and the company.


 


 


“The Power in a Partnership is shared expertise.”







 A partnership is better than trying to go it alone and brings together experiences and expertise. Chris brings over twenty-five years of experience in the securities industry that helps to make our office not only one of the most successful offices in the company but one whose integrity is without question.


 


“Reading about Ethics is about as likely to improve one’s behavior as reading about sports is to make one into an athlete”


 





Chris holds a Series 7, 63, 51, 66 and 24.







 


 


 




 


 



 






Office Product Consultants

 



 

 







In order to better serve our clients in a broad yet well-defined capacity, New York Life agents have exclusive access to additional resources and support from specialists at the Corporate level, including product specialists and the professionals who make up Advanced Planning Group, a premier planning team at New York Life with credentials in tax and estate law, accounting, advanced planning and insurance concepts. These resources bring a wealth of experience, value and insight to your particular situation to assist you with our business and estate planning needs.



 

 

 



 

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