Job Description
Job Description
- Starting Role : You begin as a Financial Professional , gaining practical, hands-on experience in client relationships, product knowledge, and business development.
- Transition to Management : After meeting certain performance benchmarks—typically within 6 to 12 months , and sometimes up to 18 months —you become eligible for promotion to Associate Partner , marking your entry into management.
Base + commissions during the Financial Professional phase.
Bonus and override earnings in management.
Typical management income can reach $150,000 – $250,000+ annually, depending on performance and location.Compensation :
$100,000 - $250,000 yearly
Responsibilities :
Learn New York Life’s proven systems for client service, prospecting, and practice buildingReceive one-on-one mentorship from experienced Partners (like me)Recruit, train, and lead your own team of advisors as you move into managementNYLIC University – World-class blended learning system (classroom + online + field mentorship).Field Mentorship – Work directly with Managing Partners and Development Managers.Leadership Curriculum – Recruiting, coaching, and business development modules.Professional Designations Support – CFP®, CLU®, ChFC®, LUTCF® programs with tuition reimbursement.Qualifications :
Eligible Candidates :
Have prior management or business-owner experiencePreferred (but not required) :
Life & Health Insurance LicenseBenefits :
Health, dental, and vision insurance401(k) and pension planGroup life and disability coverageReimbursement for professional educationFINRA securities registrations (e.g., Series 6 or 7, Series 63)About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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.
Human Rights Campaign : 2022 Corporate Equality Index, Forbes.2022 : America’s Best Employers for Diversity.Latino Leaders 2022 Best Companies for Latinos to Work For.We’re proud of the help we’ve provided and continue to provide to clients.$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.Includes term, whole, and universal life.