Launch Your Career with New York Life – From Financial Professional to Future Leader Are you a talented and adaptable professional looking for a new challenge? Do you have the ambition to grow into a leadership role where you can make a real impact? At New York Life, we believe in investing in our people. From day one, you’ll receive comprehensive training and ongoing support to help you thrive as a financial professional. We’ll equip you with essential skills in: • Marketing and branding • Business development • Client relationship management • Financial needs analysis As you grow in your role, we’ll continue to invest in your development by preparing you for a career in management. Through a structured training path and access to state-of-the-art tools and mentoring, you’ll be ready to take the next step and lead a team of your own. If you’re ready to use your experience to drive your success—and to help others do the same—New York Life is ready for you. Start your journey. Grow your career. Lead the way. What we’re looking for: We’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 a business? • Do you have an MBA or other equivalent degree? Responsibilities: The Accelerated Path to Management Program is a structured, two-phase career track with New York Life: Phase 1 – Financial Professional (First 12 Months) • Purpose: Learn the business from the ground up • Responsibilities: Sell New York Life’s financial products, build client relationships, and meet performance requirements • Training & Support: • Full onboarding and product training • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.) • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products) Phase 2 – Transition to Management (Next 6 Months) • Prerequisite: Must meet specific performance and licensing requirements in Phase 1 • Program: Six-month Associate Partner training focused on leadership and management skills • Responsibilities: • Recruit, coach, and manage a team of financial professionals • Drive performance through mentoring and leadership Career Path: Ongoing opportunities for promotion into higher management levels. Key Takeaways: • This program is designed for ambitious professionals who want both sales and leadership experience • It’s a hybrid path: you gain credibility and insight by first succeeding in the role you’ll later manage • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early Qualifications: Required Licenses & Certifications • Have or be willing to obtain : • FINRA Series 7, 63, 65, or 66 registrations • Life and Health insurance licenses Experience & Education • Minimum: 2+ years of industry or sales management experience • Education: Master's degree or equivalent professional experience Core Competencies • Proven ability to lead and manage teams effectively • Strong sales, leadership, and communication skills • Demonstrated track record of meeting or exceeding performance targets • Comfortable working in a team-based environment Professional Skills & Traits • Highly organized and detail-oriented • Excellent time management skills • Ability to inspire, motivate, and coach others to achieve goals NORTH AND SOUTH CAROLINA RESIDENTS ONLY. This is not a remote position. Compensation: $60,000 - $150,000 yearly
• The Accelerated Path to Management Program is a structured, two-phase career track with New York Life:Phase 1 – Financial Professional (First 12 Months) • Purpose: Learn the business from the ground up • Responsibilities: Sell New York Life’s financial products, build client relationships, and meet performance requirements • Training & Support: • Full onboarding and product training • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.) • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products)Phase 2 – Transition to Management (Next 6 Months) • Prerequisite: Must meet specific performance and licensing requirements in Phase 1 • Program: Six-month Associate Partner training focused on leadership and management skills • Responsibilities: • Recruit, coach, and manage a team of financial professionals • Drive performance through mentoring and leadershipCareer Path: Ongoing opportunities for promotion into higher management levels.Key Takeaways: • This program is designed for ambitious professionals who want both sales and leadership experience • It’s a hybrid path: you gain credibility and insight by first succeeding in the role you’ll later manage • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early