Fast Track Management Program

Job Description

Job Description

Are you seeking a role where your experience can help you advance into management? At New York Life, we invest in your growth from day one, starting with training to help you succeed as a financial professional. You’ll develop key skills in marketing, business development, and client relationship management, while gaining access to the tools you need to advance your career. From there, we provide additional training and resources to prepare you for a successful transition into management.

What we’re looking for

We’re seeking individuals who want to make a meaningful impact on the financial well-being of individuals, families, and small businesses—motivated professionals who can answer “yes” to any of the following :

• Do you have sales or managerial experience in another industry?
• Have you previously managed your own career?
• Do you hold an MBA or an equivalent degree?

If so, the Accelerated Path to Management Program may be the right fit for you.

In this program, you’ll begin as a financial professional

What we offer

Phase 1 : Firsthand experience as a financial professional

During your first year with New York Life, you’ll gain firsthand experience in the day-to-day role of a financial professional. You’ll receive extensive training, access to advanced digital tools, and a comprehensive suite of products to support your success.

Training and Resources

You’ll receive comprehensive training to help you understand and leverage the strength and value of New York Life. Beyond training, you’ll have access to the resources you need to succeed every day—including seasoned experts ready to answer your questions and a full suite of digital tools for sales, prospecting, and marketing. These tools make it easier to attract and retain clients with professional content for web, social media, and email.

Product Solutions

You’ll gain in-depth knowledge of our comprehensive products and services designed to help clients achieve their financial goals. Through its subsidiaries, New York Life offers a broad range of competitive insurance and financial solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds via our broker-dealer, NYLIFE Securities LLC (member FINRA / SIPC), a Licensed Insurance Agency. To offer investment products, you must hold the necessary securities licenses, maintain FINRA registrations, and affiliate with NYLIFE Securities as a registered representative.

Phase 2 : Your transition to Associate Partner

After completing certain milestones during your first 12 months as a financial professional, you’ll enter a six-month Associate Partner training program designed to prepare you to lead and grow your own team of financial professionals. Throughout your career at New York Life, you’ll have ongoing opportunities for growth and advancement into increasingly senior management roles.

How we will compensate you

As a financial professional at New York Life, your income will be commission-based. For more details on commission-based earnings and benefits, please visit : https : / / www.newyorklife.com / careers / financial - professionals / income -and-benefits

If you qualify and are approved to become an Associate Partner, you will receive a salary ranging from $60,000 to $150,000 (with minimums of $66,560 in California and $67,725 in Washington). In addition, you’ll be eligible for bonuses and other performance-based incentives tied to the success of agents in your unit, including extra compensation for the agents you recruit and develop (R&Ds). R&Ds are designed to boost your income and reimburse reasonable and necessary expenses not otherwise covered. You will also have access to a comprehensive benefits package, including medical, dental, and vision coverage, life and long-term disability insurance, accidental death and dismemberment coverage, a pension plan, and a 401(k) savings plan.

At New York Life, your hard work and success are recognized and rewarded. Field managers have significant income potential, as their compensation is directly tied to their recruiting performance and the productivity of their team of financial professionals. In 2023, the average income among our 568 recruiters across all levels was $280,000.

About New York Life

New York Life is a Fortune 100 company with over 175 years of experience helping generations of Americans protect their families and reach their financial goals. As a mutual company, we answer solely to our policyholders—not Wall Street or outside investors—enabling us to focus on long-term value and stability. With a legacy of doing good and a commitment to innovation, we continually explore new ways to provide lasting benefits to clients.

Awards Accolades

We’re proud of our financial strength

We’re proud of the training we offer

We’re proud the be recognized by organizations that also value diversity

We’re proud of the help we’ve provided and continue to provide to clients

Compensation : $67,000 - $150,000+

Responsibilities :

Qualifications :

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 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.