Start Strong. Lead Boldly. Grow with New York Life.
From Financial Professional to Future Leader
Are you a driven, adaptable professional seeking a fresh challenge? Do you envision yourself in a leadership role where you can truly make a difference?
At New York Life, we don’t just offer a job—we offer a career path with purpose. From day one, we invest in your success by providing world-class training and unwavering support. As a Financial Professional, you’ll gain the knowledge and skills to build a thriving practice and make an impact in your community.
You’ll Learn How To:
• Build your personal brand and market your services effectively
• Develop business strategies that create long-term success
• Strengthen client relationships through trust and value
• Analyze financial needs to offer customized solutions
Your Path to Leadership
We don’t stop at helping you succeed—we help you lead . As you grow in your role, we’ll prepare you for a transition into management through structured development programs, mentorship, and cutting-edge tools.
If you’re ready to apply your experience to build a meaningful career—and help others do the same— New York Life is ready for you. Start your journey. Grow your career. Lead the way. Who We’re Looking For We’re seeking motivated individuals ready to make a lasting impact on the financial futures of individuals, families, and small businesses. You might be a great fit if you can answer “yes” to any of the following:
• Do you have sales or management experience in another industry?
• Have you owned or operated a business ?
• Do you hold an MBA or an equivalent advanced degree?
If so, we invite you to bring your talents to a company that will support your growth every step of the way.
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. About Company:
New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 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.
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), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.
1-Source: 3rd Party Ratings Reports as 11/17/23.
2- SOURCE: MDRT 7/2023.