Description
Hybrid at San Dimas, CA
Fast-Track Financial Management
In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, build client relationships, and meet 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 succeed. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.
What we're looking for:
We're looking for motivated people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
What we offer:

• Your first year - You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.
• Training and resources - You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources 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.
• Product Solutions - You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
• Your transition to a Field 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.[1] 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.

Specific production and licensing requirements must be met before transitioning to field management. Please ask your New York Life recruiter for details.
New York Life ranks 72 on the prestigious Fortune 500 list for 2022 based on revenue of the prior year. Source: Fortune magazine May 2022
New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policy owners who purchase its participating products. These policy owners share certain membership rights, such as voting in the board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.
Responsibilities
•Marketing to potential clients and discover clients' financial needs.
•Build, improve, and maintain relationships with current and prospective clients.
•Offer clients professional guidance, and develop financial strategies to achieve their financial goals.
•Educate and inform clients about the company's products and services.
•Complete required licenses and training program.
•Leading and coaching team members to a successful career.
Qualifications
Requirements - Satisfy 1 of the following:
•Minimum 3 years of managerial experience in other financial companies.
•Minimum 2 years of business owner experience.
•MBA or other equivalent degree.
Preferences:
•Life & Health Insurance License Preferred.
•SIE, Series 6 or 7, and 63 Preferred.