Senior Financial Services Consultant

Job Description

Job Description

New York Life - Leadership Development Fast-Track

At New York Life, we’re looking for ambitious professionals who want more than just a job, but a meaningful career where growth, impact, and leadership potential are built into every step of the journey.

Our Management Development Program is a structured, two-phase track designed to help you gain real-world experience as a financial professional, then transition into management where you’ll lead and mentor a team.

This program is ideal for those who are driven, coachable, and ready to take on leadership responsibilities with a respected, 180-year industry leader.

Phase 1 : Gain Real-World Experience as a Financial Professional

Your journey begins by stepping into the role of a financial professional , where you'll gain firsthand insight into the work we do and the lives we impact. During this initial phase, you’ll build foundational skills and client relationships, supported every step of the way through :

• Comprehensive training and mentorship
• Access to cutting-edge digital tools and platforms
• A robust suite of financial products and solutions
• A supportive, purpose-driven culture focused on your development
• Opportunities for recognition and milestone rewards as you achieve key performance goals

This immersive experience provides the critical foundation for long-term success in the financial services industry and prepares you for a leadership role with New York Life.

Phase 2 : Transition into Leadership as an Associate Partner

Once you've met key performance milestones, you may be invited to join our six-month Associate Partner training program , where you’ll begin your formal transition into management. This leadership track is designed to develop your ability to recruit, mentor, and lead a team of financial professionals.

As an Associate Partner, you’ll gain :

Targeted leadership training and support

Coaching in team-building, accountability, and performance development

Opportunities for career progression through Partner, Senior Partner, and Managing Partner levels

Resources to grow a thriving team

Your career path at New York Life is built for progression—from individual impact to leading and scaling a team.

How We Will Compensate You :

At the beginning of your career, income is commission-based , providing you with upside earning potential tied directly to your effort, results, and the value you bring to clients.

You may also be eligible for training allowances, activity stipends, and first-year bonuses that support your early success as you build your business.

For full details on compensation and benefits for financial professionals, please visit :

newyorklife.com / careers / financial - professionals / income -and-benefits

Then, in the next phase, if you meet the requirements and approvals to become an Associate Partner, you will receive a salary .

Compensation :

$136,000 - $150,000 at plan earnings

Responsibilities :

Training and Resources

As a Fast Track participant, you’ll gain deep insight into the values, capabilities, and client-first mission that make New York Life an industry leader. But the support doesn’t stop with training :

You’ll have direct access to subject-matter experts for ongoing guidance

A full suite of digital tools and platforms will help streamline your day-to-day, from client prospecting to sales tracking

You’ll have access to cutting-edge marketing platforms, customizable for your brand, to help you attract new clients, build trust, and foster long-term loyalty

Coach, mentor, and develop new financial professionals by modeling best practices, driving accountability, and fostering a culture of growth and excellence within your own team

Ongoing professional development through NYLIC University and industry-recognized designation programs to expand your expertise and accelerate career growth

Opportunities to attend regional and national conferences to network, learn, and share insights with top performers across the company

A supportive team environment and values-driven culture backed by nearly two centuries of strength, integrity, and commitment to helping clients and professionals thrive

This program is for those who are driven, teachable, and ready to step into leadership with a respected industry leader.

Product Solutions

You’ll become well-versed in the full spectrum of New York Life’s insurance and financial solutions that help clients protect and grow their wealth, including :

Life Insurance

Annuities

Long-Term Care Insurance

Disability Income Insurance

Mutual Funds and Investment Products offered through NYLIFE Securities LLC (member FINRA / SIPC)

In order to offer investment products, you must obtain the necessary securities licenses, complete FINRA registrations, and affiliate with NYLIFE Securities as a registered representative.

With these solutions, you’ll have the ability to design customized strategies that address each client’s unique needs—from income protection and retirement readiness to wealth accumulation and legacy planning—backed by the strength and stability of a Fortune 100 company.

Qualifications : Who Should Apply?

Minimum of 2 Years of Professional Experience in sales, business development, or leadership roles

Bachelor’s degree (or equivalent work experience) required; MBA graduates encouraged to apply

Demonstrated track record of goal-setting and exceeding expectations

Passion for leadership, team development, and helping others achieve success

Enterprising mindset with the ability to take initiative, solve problems, and drive measurable results

Proven ability to build and maintain long-term professional relationships

Resilience, adaptability, and persistence in overcoming challenges and achieving results

Benefits :

401(k)

Medical insurance

Dental insurance

Vision insurance

Life & Disability insurance

Pension plan

About Company

Founded in 1845 , New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025 .

As a Fortune 100 company , we are recognized for our financial strength, long-term stability , and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

Benefits :

401(k)

Medical, dental, & vision health coverage

Life & disability insurance

Bonuses & incentives