Accelerated Path to Management

Financial Professionals Accelerated Associate Partner / Partner Program

Our New York Life Montana General Office is seeking an Accelerated Associate Partner / Partner Program candidate to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals, and as a Fast Track candidate you can transition into a Partner role after hitting certain metrics to help develop and build a team of financial professionals.

This is a position to be licensed in Montana. If you can't live and operate within the four walls of this amazing state, please move forward to another position with New York Life. You can migrate back and forth, but you will have to have residence in Montana or Northeastern Wyoming, to be hired. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.

About New York Life : New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Financial Professional Responsibilities

Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person's individual financial status, income, financial goals, and other factors. Serve as a collaborative team player willing to furthering development through continued training opportunities. Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional. Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs. Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals.

Required Qualifications for Fast Track Candidates :

• Completed Masters degree or equivalent higher education,
• Executive management experience for 5 years,
• Owning and running a successful business for at least 5 years, or
• Experience in the financial services industry while holding Life / health license

Desired Skills & Qualifications :

Perks at a Glance :

Recent Awards and Accolades :

Compensation + Benefits :

New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth Opportunities Sponsorship of Licensing / Credentialing Subsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Plan for qualified individuals Group Life and Disability Income Insurance.

For more information, please submit your resume and a management team member will connect with you.