Fast Track To Management - Career Transition

New York Life - Palm Beach Gardens, FL

Fast Track To Management - Career Transition

Palm Beach Gardens, FL
Paid
  • Responsibilities

    What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. 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 to $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