Sales Manager in Training

Overview

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we invest in you from the start to help you learn and grow as a financial professional and then transition into management.

What we're looking for

We're looking for people who want to make a lasting impact on the financial wellbeing of individuals, families, and small businesses. If you can answer yes to one of the following, the Accelerated Path to Management Program may be right for you :

• Have you had sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?

In the Accelerated Path to Management Program, you'll start as a financial professional, learn how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. The program includes a six-month intensive training phase to prepare you for success as a manager, with a focus on recruiting and coaching others.

What we offer

Phase 1 : Firsthand experience as a financial professional

You will work as a financial professional during the first year, with extensive training and access to a comprehensive product suite and digital tools.

Training and resources

You will receive training to understand the value of New York Life, along with access to resources to help you succeed day-to-day, including experts and a suite of digital sales, prospecting and marketing tools (web, social, and email content).

Product solutions

You will learn about our range of products, including life insurance, annuities, long-term care, disability income, and investment products through NYLIFE Securities LLC. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before offering investment products.

Phase 2 : Transition to Associate Partner

After meeting first-year requirements, you will enter a six-month Associate Partner training program. You'll help lead and build a team of financial professionals, with opportunities for ongoing growth and promotions within New York Life.

Compensation

Initial compensation is commission-based as a financial professional. If you qualify for the Associate Partner role, you will receive a salary with the potential for bonuses and other incentives based on performance, including compensation related to recruited and developed agents (R&Ds). Benefits include medical, dental, vision, life, long-term disability, accidental death and dismemberment coverages, a pension plan, and a 401(k). New York Life notes that field managers' compensation is linked to recruiting performance and team production. The company also provides illustrative income data and reserves the right to amend plans at any time.

About New York Life

New York Life is a Fortune 100 company with a long history of serving clients and is accountable to policyholders as a mutual company. We offer ongoing opportunities to grow and be promoted within the organization. Applications are accepted on an ongoing basis, and qualifications for the Accelerated Path to Management program are defined by role requirements.

Additional notes

The terms "agent" and "financial professional" are used interchangeably in this material. Specific production and licensing requirements must be met, with approvals obtained before transitioning to field management. If you qualify for an Introductory Contract (PTAS), you may preview an agent career while remaining employed elsewhere, with conditions on commissions and benefits. Benefits terms are determined by plan documents and may be amended by the company.

New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity.

AR10901.052024 SMRU5058493 (Exp.04.30.2025)

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