Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
Ideal Candidate Background:
- Experience in sales, entrepreneurship, or business ownership, or an interest in learning
- Background in team leadership, coaching, or management, or an interest in learning
- Bachelor's and/or MBA degree preferred, but not required
- A desire to build a long-term leadership career in financial services
What You’ll Do:
- Begin as a Financial Professional, learning to
- Develop and maintain client relationships
- Deliver personalized financial solutions (insurance, retirement, investment strategies)
- Use CRM tools (e.g., Salesforce) to manage pipeline and client data
- Generate leads through prospecting, networking, and warm outreach
- Meet key milestones in licensing and production within your first 12 months*
- Transition into becoming a investment advisor which we will train and educate you for
- Or, transition into our Associate Partner Training Program — a 6-month intensive training program to prepare you for leadership
- Recruit, train, and manage your own team of Financial Professionals
Key Skills:
- Sales and prospecting
- Prospecting / lead generation
- Client relationship management
- Financial advising or planning (preferred)
- CRM proficiency (Salesforce or similar)
- Coaching and team development
- Strong verbal communication and presentation
What We Offer:
Award-Winning Training:
- Hands-on mentorship and structured development from day one
- Access to our best-in-class sales and leadership training programs
Career Growth Path:
- Become an investment advisor with training and education paid for by New York Life
- Fast-track to a leadership role with promotion opportunities within 12 months
Compensation and Benefits:
- $100,000–$150,000+ per year, with high earning potential as you grow
- Bonus opportunities and commission structure
- Full benefits package including:
- 401(k) with matching
- Pension plan
- Medical, dental, vision, HSA/FSA
- Paid time off and training
- Life insurance and more
This Role Is for You If You:
- Have a strong interest in building a long-term career in leadership and financial services
- Are self-motivated, coachable, and performance-driven
- Have a history of success in sales, entrepreneurship, or team leadership
- Are comfortable with a performance-based compensation model
- Want to grow into a role where you lead and develop others
About New York Life:
New York Life is a Fortune 100 mutual company, helping families and businesses achieve financial security for over 175 years. We’re proud to invest in people and leadership — not just policies.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
- W-2 training allowance
Schedule:
This is mostly a remote job but you MUST reside in Northern California. Do NOT apply if you are not in Northern California.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in San Rafael, CA 94901
