New York Life is seeking ambitious and motivated individuals for our Fast Track to Management program, designed to accelerate the careers of high-performing financial professionals into leadership roles. This opportunity is ideal for professionals with a strong entrepreneurial spirit, leadership potential, and a passion for helping individuals, families, and businesses achieve financial security.
Key Responsibilities:
- Build and maintain long-term relationships with clients, helping them navigate financial planning, insurance, retirement, and investment strategies.
- Conduct comprehensive financial needs analysis and develop customized solutions based on client goals.
- Grow a client base through networking, referrals, and community engagement.
- Continuously develop knowledge of financial products and market trends.
- Mentor and guide junior financial professionals (upon entering management track).
- Achieve sales goals and performance metrics required for management track consideration.
- Participate in professional development and leadership training initiatives.
Qualifications:
- Bachelor’s degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
- Demonstrated success in sales, finance, management, or related fields.
- Strong interpersonal and communication skills.
- Goal-oriented with the ability to thrive in a performance-based environment.
- Prior leadership experience or clear leadership potential.
- Life and Health Insurance licenses (or willingness to obtain).
- Series 6/7 and 63/66 FINRA registrations (or willingness to obtain).
Ideal Candidate Attributes:
- Entrepreneurial mindset with the drive to build a business and team.
- Self-disciplined and organized with a strong work ethic.
- Passion for leadership, mentorship, and personal development.
- Integrity and commitment to delivering exceptional client service.
- Bilingual candidates encouraged to apply.
Fast Track to Management:
Qualified candidates who meet performance benchmarks early in their careers may be eligible to enter the Fast Track to Management program, which includes:
- A structured path to a management role within 24 months.
- Access to leadership development training and resources.
- Opportunity to recruit, train, and lead a team of financial professionals.
Compensation and Benefits:
- Competitive base pay with commission-based earnings
- Medical, dental, and vision benefits
- 401(k) and pension plan
- Expense allowances
- Professional development support
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Type: Full-time
Pay: $100,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Ability to Commute:
- Horsham, PA 19044 (Required)
Work Location: In person
