Demo

Financial Sales Manager in Training

New York Life
San Dimas, CA Full Time
POSTED ON 10/24/2025 CLOSED ON 12/23/2025

What are the responsibilities and job description for the Financial Sales Manager in Training position at New York Life?

New York Life Accelerated Path to Management Program

Do you have leadership skills and 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.

What we’re looking for
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses—motivated people who can answer yes to one of the following questions:

  • Do you have sales or managerial experience in another industry?
  • Have you previously run your own business?
  • Do you have an MBA or other equivalent degree?

In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships and meeting specific requirements before transitioning into a management role.

You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

Your transition to a Partner/Manager role:
After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals.
Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

Job Type: Full-time

Pay: $100,000.00 - $250,000.00 per year

Benefits:

  • 401(k)
  • Health, Dental and Vision insurance
  • Flexible schedule
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Schedule:

  • 8 hour shift
  • Choose your own hours
  • Monday to Friday

Travel requirement:

  • No travel

Work Location: In person

Sales Experience Preferred

Banking or Financial Industry Experience is Preferred

Bachelor's Degree is Preferred

Experience in banking or the financial sector is a plus

Job Types: Full-time, Contract

Pay: $65,000.00 - $150,000.00 per year

Benefits:

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

Work Location: In person

Salary : $65,000 - $150,000

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