What are the responsibilities and job description for the Financial Advisor position at NYL - North Bay?
Accelerated Path to Management – Sales LeadershipNew York Life Insurance & Investments | Marin County, CA (Northern California)Are you a proven sales professional or business-minded leader ready to build something bigger?At New York Life, we’re looking for motivated, competitive individuals who want more than just a sales role — they want a clear path to leadership and management.This opportunity is designed for experienced sales professionals, business owners, and MBA-caliber candidates who want to grow a book of business and develop into a management role with long-term upside.Compensation:$180,000 at plan earningsResponsibilities:What You’ll Do:Start your career as a financial professional, building client relationships and developing strong sales fundamentalsLearn consultative selling, business development, and relationship managementBuild your personal practice while working toward clearly defined leadership milestonesTransition into a management track after meeting performance and licensing requirementsRecruit, coach, and develop future sales professionals as you grow into leadershipThis is not a “sit-and-wait” role — performance drives opportunity. We offer meritocracy with nationwide upside potential.Training & SupportWorld-class sales, leadership, and product trainingOngoing mentorship and coachingAccess to digital marketing, prospecting, and CRM toolsExposure to a broad suite of financial and insurance solutionsYou’ll be trained first to succeed in sales — then trained to lead others.Compensation & GrowthCommission-based income as a financial professional. Training Allowance is provided during this phase.Upon promotion to management (Associate Partner), salary bonuses incentivesCompetitive benefits package including medical, retirement, 401(k) matching, and pension optionsSignificant long-term income potential tied to team performance and leadership growthQualifications:Who We’re Looking For:You’ll be a strong fit if you have one or more of the following:MBA or formal management experienceExperience owning or running a business3 years of sales experience (any industry)Additional requirements:Must be located in Northern California (focus on Marin County)Strong communication skills and a competitive mindsetComfortable working toward goals in a performance-based environmentAbout CompanyAbout New York Life Insurance & InvestmentsFor over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company, we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.Our mission is simple: to provide financial security and peace of mind through trusted guidance, innovative solutions, and long-term strength.We’re proud of our values: integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.
Salary : $180,000