Accelerated Path To Partner

Job Description

Job Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.

We are looking for high performing, leadership-oriented managers hoping to advance their career toward becoming partners in the Greater Washington General Office. New York Life Insurance Company / NYLIFE Securities is currently recruiting participants for its accelerated Path to Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements within a 12 month time period. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today!

Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world².

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V

1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2 - Source : Individual Third Party Ratings Reports as 7 / 30 / 24.

3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2024

Compensation :

$95,000 + income with commission at plan

Responsibilities :

• Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
• Recruit and develop your own team of financial professionals as an Associate Partner
• Transition into management as an Associate Partner once you have achieved the program requirements
• Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
• Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
• Develop relationships with centers of influence
• Network within your community, build relationships
• Understand the needs and financial concerns of clients
• Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivate relationships, with a view to helping every family member or individual pursue financial security
• Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Qualifications :

About Company

Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose : to be there when clients need us.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 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 long-term success for clients.

New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity