Job Description
Fast-Track Leadership Opportunity in Financial Services
This is a defined leadership track within one of New York Life's and NYLIFE Securities' highest-performing offices.
Why This Role?
• Leadership Path: Start as a Financial Professional to master the foundations of planning, protection, and advisory services. Within ~12 months, transition to a leadership role (Fast-Track to Partner)where you’ll hire, mentor, and build your own team of agents and advisors.
• Credibility & Support: Backed by New York Life’s 175+ years of stability , resources, and industry-leading training.
• Impact & Purpose: Guide families, business owners, and individuals toward financial security — while building a team that multiplies your impact.
• Entrepreneurial Appeal: Run your business for yourself, not by yourself with the support of a Fortune 100 company.
Ideal Candidates We’re seeking professionals who bring strong leadership and business acumen:
• MBA graduates , former business owners , or experienced managers who want to pivot into financial services.
• Confident communicators with proven leadership ability.
• Self-starters who thrive on learning, growth, and professional achievement.
Responsibilities:
• Build trusted relationships through financial planning, life protection, retirement, and investment solutions.
• Serve as an advisor to clients on strategies for financial security and wealth building.
• Lead and develop your own team of Financial Professionals after your initial advisory phase.
• Continuously pursue additional licenses and designations (company provides study materials & covers exam fees).
Qualifications:
• Strong communication and leadership skills.
• Desire to develop expertise and lead others.
• Willingness to obtain Life & Health license and FINRA licenses (SIE, Series 6/7, Series 63).
• Entrepreneurial mindset and long-term career vision.
About Company:
New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation.
Fast-Track to Leadership: Clear path to management for those with advanced education or prior leadership/ownership experience.Upside Income Potential: Industry-leading compensation packagesProfessional Growth: Ongoing training, mentoring, and industry certifications.Community & Support: You’ll be in business for yourself — but never by yourself.
Job Tags
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