Jeff Coelho, Partner with New York Life

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Jeff Coelho, Partner with New York Life As a financial professional at New York Life, you'll help families achieve financial security. How will I be trained? How will I be compensated?

Boston General Office

In considering any career change, many questions may arise, such as: What will be my responsibilities? The answers to these questions depend on many
factors. When you sell insurance or financial services, you're not merely selling products, you're
developing relationships. Your relationship with your customers, as well as the trust they place both in
you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the G.O. NAME provide very intimate services in the insurance and financial services
marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent
include: contacting new people, meeting with them and fact-finding to gather necessary information
regarding their present situation, providing analysis of situations and, ultimately, presenting solutions
that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site: http://newyorklife.com/careers

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual
Orientation

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
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Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/08/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial profession...
09/30/2026

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial professional, my focus is in helping guide clients like you to make the right financial choices based on your individual circumstances. Learn more about how I can help you and your loved ones build financial security and peace of mind.

Think term life insurance is too expensive? Think again! You may be able to get $250k in dependable protection for as li...
09/29/2026

Think term life insurance is too expensive? Think again! You may be able to get $250k in dependable protection for as little as $8 month. Imagine the difference that could make to your family. Reach out to me today and let me show you how.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

09/28/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

More kids than ever are learning about money. But where they're getting their information is crucial.
09/27/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
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Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
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Two studies have raised new questions about the size and impact of the coming great wealth transfer.

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2 Lakeshore Center
Bridgewater, MA
02324

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