Financial Services Professional (management fast track- MBA required)
Job Description
Overview
New York Life Insurance Company is committed to prudent financial management and exceptional client service. We are seeking individuals with strong leadership potential to join our Fast Track Management Program, which provides an accelerated path to management within 12 months. This program places you in the role of a financial professional to build hands-on experience and, after meeting program requirements, you can advance to management as an Associate Partner.
As a financial professional, you’ll help clients formulate long-term financial strategies using a broad portfolio of products and services, including life insurance, fixed and variable annuities, and mutual funds. If you progress to Associate Partner, you’ll recruit and develop your own team of financial professionals. You’ll also participate in the six-month Associate Partner Training Program designed to equip you for success as a manager. Location: Pasadena, CA.
What you’ll do
- Begin as a financial professional to gain hands-on experience with clients and products.
- Meet program requirements to transition into management as an Associate Partner.
- In the Associate Partner role, recruit and develop your own team of financial professionals.
- Enroll in and complete the intensive six-month Associate Partner Training Program to prepare for leadership responsibilities.
Eligibility requirements
- MBA completed within the previous 24 months, or
- Prior management or business owner experience
Preferred skills
- Life and Health License
- FINRA registrations; Series 6 or 7 and Series 63
- Previous sales experience
Why New York Life
We offer comprehensive training programs and a competitive compensation package, supported by dedicated teams at the General Office and Corporate Office to empower managers and their agents and communities. Our resources include:
- NYLIC University training program, with tuition reimbursement for certain advanced professional designation courses.
- Three highly skilled teams providing advanced markets support: the Advanced Planning Group; Eagle Strategies for qualifying agents who are Registered Representatives; and The Nautilus Group for qualifying agents who pay a monthly subscription fee.
- A team of experienced product consultants to assist with client acquisition needs.
About New York Life
We are among the strongest and most respected financial institutions in the United States, consistently listed on the Fortune 100. New York Life has earned the highest possible financial strength ratings from the major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For more than six decades, we have led the industry with the most US members of the Million Dollar Round Table, a benchmark for excellence in life insurance sales within the insurance and financial services sector.
NYLIFE Securities LLC and Eagle Strategies LLC are affiliated with New York Life. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.