Demo

Financial Services Management Trainee

Wizehire
San Dimas, CA Full Time
POSTED ON 6/9/2026
AVAILABLE BEFORE 7/14/2026
Are you looking for a job with freedom and flexibility, with amazing earnings potential? We’re hiring a dynamic sales manager to lead our team to success. You’ll be responsible for setting the sales strategies and objectives, identifying sales targets, and evaluating your team’s sales performance to help us achieve our sales goals. If you’re a natural leader who loves exciting challenges with financial incentives, we want to hear from you!

New York Life provides world-class training and access to resources and support to build a successful career with an industry leader. Managers enjoy a robust compensation plan that includes a 401(k) plan, pension plan, and a full benefits package with opportunities for advancement. If you have experience in financial services or experience in sales with a desire to enter the financial services industry, New York Life may be the right place for you!

Compensation

$65,000 - $150,000 yearly

Responsibilities

  • Mentor your team, evaluate their sales performance, and help them improve
  • Set our sales strategies and sales objectives to achieve our sales goals
  • Keep the company growing by identifying new sales opportunities, emerging markets, and lead generation programs
  • Create sales reports and present to the team that outline sales efforts including progress and sales volume to better determine future goals
  • Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success

Qualifications

  • Strong analytical skills, communication skills, and leadership skills
  • At least 3 years of experience in sales management or in a leadership role in the sales department
  • Displays a proven track record of sales success
  • Candidates must have a bachelor’s degree in business or a similar field

About Company

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose to be there when our policy owners need us.

For 180 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact. We invite you to explore the depth of that commitment.

Salary : $65,000 - $150,000

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