New York Life Insurance Company offers an Accelerated Path to Management for professionals who are interested in developing both financial services expertise and leadership skills.

This program is designed for individuals who want to grow first as a Financial Professional and then transition into a management role, supported by structured training, mentorship, and proven business development tools.

Career Development Opportunity

Participants in the Accelerated Path to Management program will:

Begin their career as a Financial Professional to build product knowledge, client relationships, and business experience
Receive comprehensive training, one-on-one coaching, and access to digital tools to support performance
Develop the skills needed to succeed in both sales and leadership roles
Progress toward management responsibilities based on performance, licensing, and demonstrated leadership ability

What We’re Looking For

We’re seeking driven, high-achieving individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.

You may be a great fit if you can answer “yes” to any of the following:

You have sales or managerial experience in another industry.
You have previously owned or managed a business.
You have an MBA or equivalent advanced degree.

If you’re motivated to build something meaningful—while developing leadership and financial expertise—this program is for you.

Training and Development

From the very start, you’ll receive comprehensive, hands-on training through NYLIC University, one of the most respected professional development programs in the industry.

You’ll gain skills in:

Marketing and business development
Client relationship management
Financial needs analysis and solutions design

You’ll also have access to:

Sales and marketing experts
A suite of digital prospecting tools
Web, social, and email marketing support
Ongoing mentorship from experienced field leaders

As your career progresses, you’ll continue to have opportunities for advancement into senior management positions within the company.

Benefits

Health, Dental, Life, and Disability Insurance
401(k) after one year of service
Pension Plan
Continuing Education Reimbursement
Reimbursement for Professional Designations (CLU, ChFC, CFP, etc.)
Performance-based recognition and rewards

Compensation:

$60,000 - $150,000 yearly

Responsibilities:

Phase 1: Financial Professional (First 12 Months)

Purpose:

Learn the financial services business from the ground up while building a client base and meeting performance goals.

Responsibilities:

Sell New York Life financial products and services
Develop and maintain client relationships through consultative financial planning
Meet defined sales and production requirements
Build a strong understanding of products, processes, and client needs

Training and Support:

Comprehensive onboarding and product training
Access to digital tools and a broad range of competitive financial products, including life insurance, annuities, long-term care, disability income insurance, and investment products
Securities licensing and FINRA registration are required prior to offering investment products (through NYLIFE Securities)

Phase 2: Transition to Management (Next 6 Months)

Prerequisites:

Successful completion of Phase 1 performance benchmarks and required licensing.

Program Overview:

Six-month Associate Partner training program focused on leadership and management development

Responsibilities:

Recruit, coach, and develop a team of financial professionals
Provide mentoring and performance guidance
Support team production and business growth through leadership and training

Career Path

Graduates of the program may continue to advance into higher levels of management based on performance, leadership ability, and business results.

Key Program Highlights

Designed for ambitious professionals seeking both sales and leadership experience
Hybrid career path that builds credibility through hands-on production experience
Progression based on performance, licensing, and demonstrated leadership potential

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.

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