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Fast Track Management

Fast Track Management

New York Life - AnaheimAnaheim, CA, US
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Job Description

Job Description

  • Starting Role : You begin as a Financial Professional , gaining practical, hands-on experience in client relationships, product knowledge, and business development.
  • Transition to Management : After meeting certain performance benchmarks—typically within 6 to 12 months , and sometimes up to 18 months —you become eligible for promotion to Associate Partner , marking your entry into management.

Base + commissions during the Financial Professional phase.

Bonus and override earnings in management.

  • Typical management income can reach $150,000 – $250,000+ annually, depending on performance and location.

    • Compensation :

    $100,000 - $250,000 yearly

    Responsibilities :

  • Learn New York Life’s proven systems for client service, prospecting, and practice building
  • Receive one-on-one mentorship from experienced Partners (like me)
  • Recruit, train, and lead your own team of advisors as you move into management
  • NYLIC University – World-class blended learning system (classroom + online + field mentorship).
  • Field Mentorship – Work directly with Managing Partners and Development Managers.
  • Leadership Curriculum – Recruiting, coaching, and business development modules.
  • Professional Designations Support – CFP®, CLU®, ChFC®, LUTCF® programs with tuition reimbursement.

    • Qualifications :

    Eligible Candidates :

  • Have prior management or business-owner experience

    • Preferred (but not required) :

  • Life & Health Insurance License

    • Benefits :

  • Health, dental, and vision insurance
  • 401(k) and pension plan
  • Group life and disability coverage
  • Reimbursement for professional education
  • FINRA securities registrations (e.g., Series 6 or 7, Series 63)

    • About Company

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

  • Human Rights Campaign : 2022 Corporate Equality Index, Forbes.
  • 2022 : America’s Best Employers for Diversity.
  • Latino Leaders 2022 Best Companies for Latinos to Work For.
  • We’re proud of the help we’ve provided and continue to provide to clients.
  • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
  • Includes term, whole, and universal life.
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    Fast Track Management • Anaheim, CA, US