Career Transition - Financial Services Manager - Fast Track To Management

New York Life - Palm Beach Gardens, FL

Career Transition - Financial Services Manager - Fast Track To Management

Palm Beach Gardens, FL
Paid
  • Responsibilities

    Join New York Life, a Fortune 100 company with over 180 years of helping individuals achieve their financial dreams while making a positive impact. As a Financial Services Manager on the fast track to management, you’ll begin by gaining firsthand experience in the financial professional role. We offer extensive training, digital tools, and a comprehensive product suite to empower you and your clients. You’ll learn to navigate our competitive insurance and financial products, including life insurance and investment products, backed by the expertise of NYLIFE Securities. Your journey doesn’t stop there. After a year of hands-on experience, you’ll transition to a specialized Associate Partner training program. This phase is designed to provide you with leadership skills and the capacity to build and lead your own team. At New York Life, we’re committed to your career growth and offer ample opportunities for advancement. Join us to make meaningful contributions and enjoy a collaborative work environment that values innovation and employee development. Responsibilities: • Develop and maintain client relationships by providing financial guidance to individuals, families, and small businesses • Prospect for new clients through marketing, networking, and business development activities • Present and sell financial products, including insurance, annuities, and investment solutions • Utilize digital tools and resources to support sales, marketing, and client retention efforts • Meet production, licensing, and performance requirements to advance within the program • Participate in ongoing training to build expertise in financial services and leadership skills • Recruit, develop, and coach a team of financial professionals upon transitioning into a management role Qualifications: What we’re looking forWe’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:•Do you have sales or managerial experience in another industry?•Have you previously run your own business?•Do you have an MBA or other equivalent degree?If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional,* learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. Compensation: $60,000 - $150,000

    • Develop and maintain client relationships by providing financial guidance to individuals, families, and small businesses • Prospect for new clients through marketing, networking, and business development activities • Present and sell financial products, including insurance, annuities, and investment solutions • Utilize digital tools and resources to support sales, marketing, and client retention efforts • Meet production, licensing, and performance requirements to advance within the program • Participate in ongoing training to build expertise in financial services and leadership skills • Recruit, develop, and coach a team of financial professionals upon transitioning into a management role

  • Compensation
    $60,000-$150,000 per year