ZipRecruiter

Log In

1

Eagle Strategies Jobs (NOW HIRING)

New York Life

Experienced Financial Services

Dallas, TX · On-site

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three ...

next page

Showing results 1-20

All JobsEagle Strategies Jobs

Eagle Strategies information

See salary details

$7

$35

$81

How much do eagle strategies jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for eagle strategies in the United States is $35.27, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $48.80 per hour, depending on experience, location, and employer.

What is the difference between Eagle Strategies vs Financial Advisor?

AspectEagle StrategiesFinancial Advisor
CertificationsSeries 7, 66, or 65 licenses, CFP often preferredCFP, CFA, Series 7/66, or other financial planning credentials
Work EnvironmentTypically employed by insurance or financial firms, client-facingIndependent or firm-employed, client-facing, advisory role
Industry UsageInsurance and financial services industryFinancial planning, wealth management, investment advising

Both roles involve financial advising and require similar licenses, but Eagle Strategies often refers to a specific insurance-focused role within a larger firm, while Financial Advisor is a broader term for professionals providing comprehensive financial planning and investment advice.

What is Eagle Strategies?

Eagle Strategies is a subsidiary of New York Life Insurance Company that provides comprehensive financial planning and investment advisory services. They work with individuals and businesses to create customized strategies for retirement, wealth management, estate planning, and other financial goals. Eagle Strategies' financial advisors are licensed and offer fiduciary advice, meaning they are required to act in the best interest of their clients. Their services are tailored based on clients' unique financial situations and long-term objectives.

What are the key skills and qualifications needed to thrive as a financial advisor at Eagle Strategies?

To thrive as a Financial Advisor at Eagle Strategies, you need strong analytical skills, a background in finance or economics, and often relevant licenses such as Series 7 and 66 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build lasting client relationships and foster trust. These competencies ensure advisors can provide tailored, compliant solutions that meet client needs and drive business growth.

What are the typical client engagement responsibilities for a financial advisor at Eagle Strategies?

As a financial advisor at Eagle Strategies, you will be responsible for building and maintaining long-term relationships with clients by understanding their financial goals and providing personalized investment strategies. This typically involves conducting regular client meetings, preparing comprehensive financial plans, and staying updated on market trends and regulatory changes. Advisors also collaborate with internal specialists and external partners to deliver holistic wealth management solutions. Effective communication and proactive service are key to ensuring client satisfaction and retention.
More about Eagle Strategies jobs
What job categories do people searching Eagle Strategies jobs look for? The top searched job categories for Eagle Strategies jobs are:
Eagle Strategies jobs near you
Infographic showing various Eagle Strategies job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $73,364 per year, or $35.3 per hour.

Internal Wholesaler, Eagle Life

American Equity

Des Moines, IA • On-site

Full-time

Re-posted 4 days ago

Job description

Eagle Life Insurance Company®, a wholly owned subsidiary of American Equity Investment Life Insurance Company®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions while applying a business approach that sets us apart. In an industry built on trust and relationships, we believe it is the people that make a company and our people are significant to our growth and the key to our success.
Eagle Life has job opportunities to take your career to the next level while offering excellent benefits, community and employee engagement, and educational advancement in the insurance industry. We are looking for high energy individuals aspiring and ready to extend their reach with a company that is innovative, inclusive and making a lasting impact. Join a team where you are appreciated and valued, work-life balance is top priority and company culture is not just talked about but is something that's expressed in our daily work environment.
We're looking for driven, entrepreneurial-minded individuals who are eager to take ownership of their success and make a meaningful impact.
At our company, you'll be part of a dynamic and collaborative environment with strong growth potential. We invest in our people by providing a formal training program, ongoing development and proven career pathing to help you build the skills and confidence needed to succeed.
Apply today to be a part of our success and Soar Higher®!
GENERAL PURPOSE OF THE JOB:
The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products. The incumbent manages sales territory in conjunction with external partner based on the requirements established by Eagle Life. Work requires independent judgment and discretion in managing targeted relationships with business partners and driving sales.
#LI-SD1
Location: Des Moines, IA or Houston, TX
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Partners with the External Wholesaler covering the same territory to identify and develop relationships with targeted Broker Dealer (BD) partners and Registered Representatives to successfully market and sell EL products.
  • In conjunction with Sales management and External Wholesaler, develops sales goals and marketing plans to grow sales, market share and increase visibility for EL.
  • Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually through various networks and organizations.
  • Conducts proactive telephone sales presentations to financial advisors highlighting the EL products and value proposition. Creates talking points and agendas to utilize along with key selling points.
  • Applies knowledge of each Advisor's practice and the firm to develop and provide optimal strategies.
  • Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products.
  • Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business.
  • Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
  • Applies product expertise to efficiently win and effectively execute opportunities.
  • Manages time and productivity, creates operating efficiencies, leverages existing systems.
  • Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness.
  • Consistently expands the producer base by engaging both new producers and fallen angels.
  • Ensures consistent movement of opportunities through the sales process as measured by advisor commitments.
  • Effectively probes to uncover the business goals financial advisors have and interpret how we fit in; and what we can offer to drive sales and assets and build relationships with advisors through defined territory plan and established sales process.
  • Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
  • Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
  • Navigates the organization to provide problem resolution assistance to financial advisors within the territory. This includes providing a high level of customer service and leveraging our resources to make recommendations and guide selection of final resolution. Communicates resolution to the financial advisors.
  • Generates ideas and helps create content of emails and messaging to financial advisors.
  • Actively stays current on investment strategies and trends in the financial industry.
  • Performs other related work as assigned.

SUPERVISORY RESPONSIBILITIES: NA
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND EXPERIENCE:
  • Bachelor's Degree (B.A.) from four-year college or university in marketing, business administration or related field of study; or equivalent related experience.
  • Prior sales support or customer service experience in a sales environment beneficial.
  • Financial services sales experience preferred.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
Current Life & Health Insurance License preferred. If not currently licensed, ability to obtain within 45 days of employment is required.
Ability to obtain additional licenses in the future, if necessary.
KNOWLEDGE, SKILLS AND ABILITIES:
  • Excellent presentation skills and public speaking skills.
  • Strong interpersonal and relationship building skills to allow for collaborative work effort.
  • Demonstrated success in developing and executing sales plans.
  • Knowledge of retirement products.
  • Ability to interact with all levels of internal and external resources, vendors as well as other departments.
  • Strong problem-solving abilities.
  • Professional maturity to effectively interface with financial advisors.
  • Strong organizational skills with ability to multi task and manage territory.
  • Strong customer service orientation.
  • Effective verbal and written communication skills.
  • Mathematical skills and strong attention to detail.
  • Proficient in the use of Microsoft Office Suite.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions.
  • Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
  • Requires ability to travel 5% of the time at most.
  • Ability to maintain valid driver's license.

At American Equity, our core values-Empowered, Passion, Integrity, and Caring-are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.
Iowa Best Companies to Work for 2025 | Top Workplaces
For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.

Apply