Fast Track to Management Financial Professional “Training Provided”

Join our Financial Professionals fast track to management team!

Our New York Life Manhattan General Office is seeking Fast Track to management candidates to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals, and as a Fast Track candidate you can transition into a partner role after hitting certain metrics to help develop and build a team of financial prossionals.

Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.

You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.

About New York Life:

New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

RECENT AWARDS AND ACCOLADES:

· We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.

· We ranked 1st in the number of Million Dollar Round “MDRT” Table Qualifiers for 68 consecutive years

· We ranked 71 on the prestigious Fortune 500 list for 2023.

· BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.

for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition

PERKS AT A GLANCE:

• Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
• Flexibility - Can set your own schedule as you become more established and achieve work/life balance
• Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
• Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
• Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.

FINANCIAL PROFESSIONAL RESPONSIBILITIES:

• Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
• Serve as a collaborative team player willing to furthering development through continued training opportunities
• Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
• Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals

Required Qualifications for fast track candidates:

· Completed Masters degree or higher.

· Or executive management experience for 5 years,

· Or owning and running a successful business for at least 5 years

· Or Experience in the financial services industry while holding Life/health license and/or FINRA

DESIRED SKILLS & QUALIFICATIONS

• Coachable
• Self-Disciplined
• Values of integrity and honesty.
• Excellent communicator and relationship builder.
• Ability to work independently with a go-getter mindset.
• Life and health license is preferred.
• willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
• Previous experience in sales, banking, financing, or other related fields is preferred.

COMPENSATION BENEFITS:

New York Life provides our financial professionals with an excellent compensation and benefits package.

As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.

• Potential for Growth Opportunities
• Sponsorship of Licensing/Credentialing
• Subsidized Training during your first two years
• Competitive Medical Coverage
• 401(k) and a Pension Plan3 for qualified individuals
• Group Life and Disability Income Insurance

*For more information, please submit your resume and a management team member will connect with you.

1-Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

2-The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

3-Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.

Job Type: Full-time

Pay: $77,121.34 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Application Question(s):

• Did you interview with New York Life in the last 90 days?
• Would you now or in the future need sponsorship for work authorization?

Experience:

• Financial services sales: 1 year (Preferred)

Work Location: Hybrid remote in Nassau, NY

Salary : $77,121 - $150,000