What are the responsibilities and job description for the Fast Track Partner Program position at New York Life?
Company Description
New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial goals through insurance, investments, retirement, and advisory services. The organization is committed to transparency, integrity, and objectivity, and actively supports local communities through the New York Life Foundation and a strong culture of giving and volunteerism. Team members benefit from resources and programs designed to promote career growth, collaboration, innovation, and continuous development. New York Life fosters a workplace that values diversity, equity, and inclusion and is an Equal Opportunity Employer. Certain investment and advisory products are offered through affiliated entities, and agents are credentialed to provide these services based on appropriate licensing and disclosed affiliations.
Role Description
The Fast Track Partner Program role is a full-time, on-site position based in Norfolk, VA. This role focuses on leading and managing a structured development program for financial professionals, including overseeing onboarding, training, and performance tracking. Day-to-day responsibilities include coordinating program activities, analyzing performance metrics, providing coaching and feedback, and supporting participants in meeting production and compliance standards. The role also involves collaborating with leadership and cross-functional teams to refine program strategies, improve processes, and ensure an excellent participant experience. In addition, the Fast Track Partner regularly engages with clients and internal stakeholders to uphold New York Life’s service standards and reinforce the company’s culture and values.
Qualifications
- Program Management skills to plan, coordinate, and oversee structured development initiatives and track participant progress.
- Analytical Skills to interpret performance data, identify trends, and make data-informed recommendations for program improvements.
- Strong Communication abilities to deliver clear guidance, provide feedback, and collaborate effectively with participants, leadership, and internal teams.
- Training expertise to design, deliver, and support learning sessions, workshops, and coaching that build professional and sales capabilities.
- Customer Service skills to maintain high-quality client interactions, respond to inquiries, and support a positive experience for both clients and program participants.
- Proven ability to work in a fast-paced, goal-oriented environment with strong organizational and time-management skills.
- Demonstrated leadership potential and a commitment to ethical business practices and compliance standards.
- Bachelor’s degree in business, finance, management, or a related field, or equivalent professional experience in financial services or program leadership.