Financial Professional And Fast Track To Management

Company Description New York Life is a mutual company with over 180 years of history 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 a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from a work environment that emphasizes development, career growth, collaboration, innovation, and diversity and inclusion. Through extensive resources and programs, employees can advance their careers while growing personally and professionally. New York Life is an Equal Opportunity Employer and maintains affiliated entities such as NYLIFE Securities LLC and Eagle Strategies LLC for investment and advisory services.
Role Description The Financial Professional and Fast Track to Management role is a hybrid position based in Brooklyn, NY, with flexibility for some work from home. In this role, the professional will meet with clients to analyze their financial needs and goals, and recommend personalized solutions that may include insurance, investment, retirement, and advisory products. Day-to-day responsibilities include prospecting and networking to build a client base, conducting needs-based financial reviews, preparing presentations, and maintaining ongoing client relationships. The role also involves learning and applying New York Life’s planning tools and processes, tracking performance metrics, and adhering to regulatory and company compliance standards. As part of the fast track to management, the professional will be coached to develop leadership capabilities, support team collaboration, and may assume supervisory or mentoring responsibilities as performance and experience grow.
Qualifications

• Client-focused financial skills, including basic financial planning, needs analysis, and an interest in insurance, investments, retirement, and advisory services.
• Business development abilities such as networking, prospecting, relationship building, and follow-up to expand and maintain a client base.
• Communication and interpersonal skills, including clear verbal and written communication, active listening, and the ability to explain complex concepts in accessible terms.
• Organizational and analytical skills, including time management, attention to detail, and comfort working with financial data and technology tools.
• Leadership potential and a desire to grow into management, with an interest in coaching, team collaboration, and taking on increased responsibility.
• Bachelor’s degree in business, finance, economics, marketing, or a related field is preferred; relevant professional experience may be considered.
• Ability to work in a hybrid environment in Brooklyn, NY, with some work-from-home flexibility and occasional evening or weekend client meetings as needed.
• State life and health insurance license and applicable securities registrations (or willingness to obtain them within defined timeframes); clean compliance and background record.