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.
