Fast Track to Management (Training Provided)

New York Life Accelerated Path to Management Program

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.

One of the following must be met:

- Most recent position involving 2 or more years of people management/business owner experience demonstrating transferable leadership capabilities (does NOT need to be in our industry)

-3 years full-time sales/agent experience

- MBA degree or equivalent/higher degree

-3 years of direct sales experience with elements of sourcing, prospecting, fact finding and solutioning (excluding retail)

Sales Agent/Financial Advisor :(Alternative Position)- 2 years minimum before a management role

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer

Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

How we will compensate you

You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades

We’re proud of our financial strength. A Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA Very Strong (Standard & Poor’s)

Qualifications

Excellent communication, customer service, analytical, and interpersonal skills are necessary

Some experience with accounting or sales lead software is beneficial

Phone skills

Enjoy prospecting and meeting new people

Entrepreneurial Role

Responsibilities

Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients

Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

Benefits

Health insurance

Dental coverage

401K

Extensive training program

Training allowance & stipend if you qualify

Council Trips

Average Compensation Range (Partner/Manager)

Year 1| $85,000-$140,000

Year 3| $150,000-$300,000

Year 5| $240,000-$550,000

Year 10| $360,000-$830,000

Average Compensation Range (Sales Agent/Financial Advisor)

Year 1| $85,000-$132,000

Year 3| $109,000-$205,000

Year 5| $132,000-$287,000

Year 10| $239,000-$500,000

Payment Method: (Sales Agent/Financial Advisor)

-Commission

-Training Allowance

-Expense Allowance

-First Year Stipend

-Renewals/ Trails

-Bonus's

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Melville, NY 11747 (Preferred)

Ability to Relocate:

• Melville, NY 11747: Relocate before starting work (Preferred)

Work Location: In person

Benefits:

Salary : $85,000 - $140,000