Fast Track To Partner

Job Description

Our 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.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA) . For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world . New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2 - Source: Individual Third Party Ratings Reports as 7/30/18.

3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

$95,000 + income with commission at planResponsibilities:

Become an associate partner on the management team after successfully completing all program requirements

Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager

Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs

Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds

Recruit and develop your own team of financial professionals as an Associate Partner

Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager

Become an associate partner on the management team after successfully completing all program requirements

Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals

Select, hire, and grow your financial professional's team as an associate partner

Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions

Develop relationships with centers of influence

Network within your community, build relationships

Understand the needs and financial concerns of clients

Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter

Promote customized ways for clients to achieve their long-term financial goals

Cultivate relationships, with a view to helping every family member or individual pursue financial security

Build and expand your insurance practice by establishing professional networks and prospecting for new clients

Provide compassion and guidance to clients when unfortunate life circumstances arise

Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Qualifications:

Must have financial services industry and/or insurance industry experience

Goal-oriented, highly motivated, and seeking a rewarding and challenging career

Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus

Sales experience necessary

Working knowledge of cultural markets is helpful

Management or Sales Background preferred

Must possess uncompromising integrity

Growth mindset, this is a lifelong learning position

An enterprising spirit is a trait of success

Sales experience is strongly preferred

Desire to make a change and help people as you grow your career

Strong ability to engage your community and leverage personal networks and contacts

Coachable and willing to learn is a must

Valid FINRA Series 6 or7 & 63/66 preferred but not required

MBA degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for an MBA degree

Track record of career growth and leadership

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 178 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity