Talent.com
Management Opportunity - Financial Services
Management Opportunity - Financial ServicesNYL - Charlotte • Charlotte, NC, US
No longer accepting applications
Management Opportunity - Financial Services

Management Opportunity - Financial Services

NYL - Charlotte • Charlotte, NC, US
23 hours ago
Job type
  • Full-time
Job description

Launch Your Career with New York Life – From Financial Professional to Future Leader Are you a talented and adaptable professional looking for a new challenge? Do you have the ambition to grow into a leadership role where you can make a real impact? At New York Life, we believe in investing in our people. From day one, you'll receive comprehensive training and ongoing support to help you thrive as a financial professional. We'll equip you with essential skills in :

  • Marketing and branding Business development Client relationship management
  • Financial needs analysis As you grow in your role, we'll continue to invest in your development by preparing you for a career in management . Through a structured training path and access to state-of-the-art tools and mentoring, you'll be ready to take the next step and lead a team of your own. If you're ready to use your experience to drive your success—and to help others do the same—New York Life is ready for you. Start your journey. Grow your career. Lead the way. What we're looking for : We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, motivated people who can answer yes to one of the following questions :
  • Do you have sales or managerial experience in another industry?
  • Have you previously run a business?
  • Do you have an MBA or other equivalent degree? Responsibilities : The Accelerated Path to Management Program is a structured, two-phase career track with New York Life : Phase 1 – Financial Professional (First 12 Months) Purpose : Learn the business from the ground up
  • Responsibilities : Sell New York Life's financial products, build client relationships, and meet performance requirements
  • Training & Support :
  • Full onboarding and product training
  • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.)
  • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products) Phase 2 – Transition to Management (Next 6 Months) Prerequisite : Must meet specific performance and licensing requirements in Phase 1
  • Program : Six-month Associate Partner training focused on leadership and management skills
  • Responsibilities :
  • Recruit, coach, and manage a team of financial professionals
  • Drive performance through mentoring and leadership Career Path : Ongoing opportunities for promotion into higher management levels. Key Takeaways :
  • This program is designed for ambitious professionals who want both sales and leadership experience
  • It's a hybrid path : you gain credibility and insight by first succeeding in the role you'll later manage
  • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early Qualifications : Required Licenses & Certifications Have or be willing to obtain
  • FINRA Series 7, 63, 65, or 66 registrations
  • Life and Health insurance licenses

Experience & Education Minimum : 2+ years of industry or sales management experience

  • Education : Master's degree or equivalent professional experience Core Competencies
  • Proven ability to lead and manage teams effectively
  • Strong sales, leadership, and communication skills
  • Demonstrated track record of meeting or exceeding performance targets
  • Comfortable working in a team-based environment Professional Skills & Traits
  • Highly organized and detail-oriented
  • Excellent time management skills
  • Ability to inspire, motivate, and coach others to achieve goals NORTH AND SOUTH CAROLINA RESIDENTS ONLY. This is not a remote position. Compensation : $60,000 - $150,000 yearly
  • The Accelerated Path to Management Program is a structured, two-phase career track with New York Life : Phase 1 – Financial Professional (First 12 Months)
  • Purpose : Learn the business from the ground up
  • Responsibilities : Sell New York Life's financial products, build client relationships, and meet performance requirements
  • Training & Support :
  • Full onboarding and product training
  • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.)
  • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products)Phase 2 – Transition to Management (Next 6 Months)
  • Prerequisite : Must meet specific performance and licensing requirements in Phase 1
  • Program : Six-month Associate Partner training focused on leadership and management skills
  • Responsibilities :
  • Recruit, coach, and manage a team of financial professionals
  • Drive performance through mentoring and leadershipCareer Path : Ongoing opportunities for promotion into higher management levels.Key Takeaways :
  • This program is designed for ambitious professionals who want both sales and leadership experience
  • It's a hybrid path : you gain credibility and insight by first succeeding in the role you'll later manage
  • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early
  • Compensation :

    $60,000-$150,000 per year

    J-18808-Ljbffr

    Create a job alert for this search

    Financial Management • Charlotte, NC, US

    Related jobs
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Dynata • Mooresville, NC, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show more
    Last updated: 2 days ago • Promoted
    Earn Cash From Taking Surveys Online

    Earn Cash From Taking Surveys Online

    Earn Haus • Statesville, NC, US
    Full-time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...Show more
    Last updated: 2 days ago • Promoted
    Remote Job $790 / wk - Hiring Focus Group Panelists

    Remote Job $790 / wk - Hiring Focus Group Panelists

    Maxion • Lake Norman of Catawba, NC, US
    Remote
    Full-time +2
    Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require ....Show more
    Last updated: 2 days ago • Promoted
    Director of Outpatient Services

    Director of Outpatient Services

    Phoenix Counseling & Crisis Centers • Gastonia, NC, US
    Full-time
    The Outpatient Director is responsible for the overall administrative and clinical leadership of Phoenix Counseling Center’s outpatient service lines. This includes oversight of all outpatient...Show more
    Last updated: 29 days ago • Promoted
    Schools - Behavior Specialist

    Schools - Behavior Specialist

    ProCare Therapy • York, SC, US
    Full-time
    Must have completed Behavior Specialist / ABA Therapy training and have a minimum 1+ years Behavior Therapy experience.Applicants who do not meet these qualifications will not be considered.This op...Show more
    Last updated: 30+ days ago • Promoted
    Instructor-Psychology, 9-Month

    Instructor-Psychology, 9-Month

    Gaston College • Dallas, North Carolina, United States
    Full-time +1
    Open until filled- Spring Semester Vacancy Jan.A full-time faculty member is a College employee whose primary assignment involves teaching or the direct support of teaching.The position of full-tim...Show more
    Last updated: 13 days ago • Promoted
    School Services - Board Certified Behavioral Analyst (BCBA)

    School Services - Board Certified Behavioral Analyst (BCBA)

    Centra Healthcare QIA • Monroe, NC, US
    Full-time
    Centra Healthcare QIA is seeking a School Services Board Certified Behavioral Analyst (BCBA) for a job in Monroe, North Carolina. Job Description & Requirements.Board Certified Behavioral Analys...Show more
    Last updated: 30+ days ago • Promoted
    Loan Sales Specialist

    Loan Sales Specialist

    OneMain Financial • Gastonia, NC, US
    Full-time
    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members ...Show more
    Last updated: 2 days ago • Promoted
    Relationship Banker Newton

    Relationship Banker Newton

    North Carolina Staffing • Newton, NC, US
    Full-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping o...Show more
    Last updated: 2 days ago • Promoted
    Technology Business Management (TBM) Financial Analyst

    Technology Business Management (TBM) Financial Analyst

    First Citizens Bank • Charlotte, NC, US
    Full-time
    This is a hybrid role in either Raleigh or Charlotte, NC with the expectation that work time will regularly take place inside and outside of a company office. We are looking to recruit a Technology ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Consultant | Finance [COC0041238]

    Senior Financial Consultant | Finance [COC0041238]

    ProSidian Consulting • Charlotte, NC, US
    Full-time
    Senior Financial Consultant | Finance.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading p...Show more
    Last updated: 2 days ago • Promoted
    Management Opportunity - Financial Services

    Management Opportunity - Financial Services

    NYL - Charlotte • Charlotte, NC, US
    Full-time
    Accelerated Path to Management — Build a Leadership Career with New York Life.Are you ready to take your professional experience and transform it into a career in leadership?.New York Life In...Show more
    Last updated: 30+ days ago • Promoted
    Director of Finance, Catawba Two Kings Casino

    Director of Finance, Catawba Two Kings Casino

    Delaware North • Kings Mountain, NC, US
    Full-time +1
    On behalf of our customer, Catawba Two Kings Casino, Delaware North is actively recruiting for a Director of Finance in Kings Mountain, North Carolina. As the Director of Finance, you will be respon...Show more
    Last updated: 2 days ago • Promoted
    Financial Analyst

    Financial Analyst

    North Carolina Staffing • Lincolnton, NC, US
    Full-time
    We are looking for a detail-oriented Financial Analyst to join our team in Lincolnton, North Carolina.In this role, you will provide critical financial insights and analysis to support strategic de...Show more
    Last updated: 2 days ago • Promoted
    Bank Sales & Service Representative (Teller)

    Bank Sales & Service Representative (Teller)

    First Citizens Bank • Mooresville, NC, US
    Full-time
    Are you a people person? Be a First Citizens person.Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer ser...Show more
    Last updated: 1 day ago • Promoted
    Hub Financial Sales Manager (Dual Branch Manager)

    Hub Financial Sales Manager (Dual Branch Manager)

    First Citizens Bank • Charlotte, NC, US
    Full-time
    Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a...Show more
    Last updated: 17 hours ago • Promoted • New!
    Physician / Orthopedics / North Carolina / Permanent / Sports Orthopedic w / Partnership & Sign On Nor

    Physician / Orthopedics / North Carolina / Permanent / Sports Orthopedic w / Partnership & Sign On Nor

    Enterprise Medical Recruiting • Statesville, NC, US
    Permanent
    Enterprise Medical Recruiting is assisting a group practice in North Carolina, about 40 minutes north of Charlotte, in recruiting a new Orthopedic Surgeon. Join a four-physician group with strong ad...Show more
    Last updated: 30+ days ago • Promoted
    Apprentice Pest Management Specialist - Hiring Now

    Apprentice Pest Management Specialist - Hiring Now

    A-1 Termite and Pest Control, Inc. • Hickory, NC, US
    Full-time
    COMMERCIAL PEST CONTROL SERVICE TECHNICIAN.We love what we do, so we do it with care and a commitment to excellence.If you are seeking "just a job," we're not for you - however, if you want to enjo...Show more
    Last updated: 1 hour ago • Promoted • New!