What are the responsibilities and job description for the Manager - Financial Services position at New York Life Insurance Company & NYLIFE Securitiess, LLC.?
Job Overview
About Us
New York Life & NYLIFE Securities is a growth-driven financial services firm built for professionals who want to lead, build, and scale. We develop future leaders by combining hands-on advisor experience with a clear path to management and long-term ownership.
The Opportunity
This is a structured leadership track designed to develop future managers of financial advisors.
After being hired into the program, you will begin as a Financial Advisor, learning the business firsthand—prospecting, closing, and building a book of clients. After successfully completing the advisor phase (within 12 months), you’ll transition into a Manager of Financial Advisors, where you’ll recruit, coach, and lead a team.
Ideal for entrepreneurial, sales-driven professionals seeking long-term upside and leadership responsibility.
Phase 1: Financial Advisor (Year 1)
Build the foundation by doing the job yourself.
Responsibilities
- Build your own client base through networking, referrals, and proactive outreach
- Learn consultative selling techniques to convert prospects into long-term clients
- Develop customized financial strategies (investments, retirement, insurance, wealth planning)
- Grow and manage a recurring-revenue book of business
- Conduct client meetings, including discovery of client priorities, objectives, risks and confidently present financial recommendations
- Leverage firm marketing, technology, and coaching to scale your practice
- Progressively take full ownership of your results, income, and growth
Focus: Production success, skill development, and leadership readiness
Phase 2: Manager of Financial Advisors (Year 2 )
Lead, recruit, and scale a team.
Responsibilities
- Recruit, onboard, and develop new advisors
- Train and coach advisors on sales, prospecting, and client development
- Lead by example through continued production
- Drive team performance, accountability, and growth
- Earn leadership overrides and incentives tied to team success
Qualifications
- Master’s Degree OR
- Management experience OR
- Strong sales experience OR
- Prior owner of a business
- The ability to learn how to communicate complex financial concepts to clients
- Comfortable with sales, relationship-building, and accountability
- A proven track record of achievement, prior sales experience, having owned your own business, consulting experience, prior sales management
- Eagerness to learn a new industry or gain depth if currently in the industry
- Professionalism & discipline, having the ability to work both in an office setting and in an individual basis
What We Offer
- Clear advisor-to-manager leadership track
- Licensing support, training, and ongoing mentorship
- Uncapped earning potential (production leadership compensation)
- Marketing, administrative, and technology support
- Ability to build a transferable book of business and advisory team
- Path to senior leadership, equity, or regional management
Pay: $75,044.12 - $141,472.49 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: Hybrid remote in Morgantown, WV 26501
Benefits:
Health Insurance, 401K Plan, Pension PlanSalary : $75,044 - $141,472