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Financial Management Trainee; Accelerated Path to Financial Management

Job in Ankeny, Polk County, Iowa, 50015, USA
Listing for: Phillips Industries
Apprenticeship/Internship position
Listed on 2026-02-16
Job specializations:
  • Management
    Business Management
Salary/Wage Range or Industry Benchmark: 90000 - 200000 USD Yearly USD 90000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Financial Management Trainee (Accelerated Path to Financial Management)

Overview

Financial Management Trainee (Accelerated Path to Management) – $90,000-$200,000 per year | Full Benefits | Des Moines Metro Area and Cedar Rapids, IA

New York Life - Iowa General Office

Ready to Lead, Build, and Grow a High-Impact Career? If you have experience in sales, leadership, business ownership, management, or recently earned your MBA, and are looking for a career with income growth, stability, and long-term advancement, apply today to our Accelerated Path to Management opportunity.

This role is designed for professionals who want to move into leadership, build and manage teams, and make a meaningful impact on the financial future of individuals, families, and businesses across Iowa.

Why This Role
  • Clear career path to management
  • Paid training with leadership development
  • Competitive salary + performance-based compensation
  • Fortune 100 brand with long-term stability
  • Full benefits + retirement plans
  • Strong local presence in Iowa
What You'll Do

During your first year, you'll work as a Financial Professional, gaining hands-on experience with clients while learning the business from the inside out. From there, you'll transition into leadership responsibilities, including:

  • Recruiting, training, and mentoring financial professionals
  • Coaching individuals and teams to achieve performance goals
  • Learning financial operations, marketing, and business development
  • Managing client relationships and understanding product solutions
  • Preparing for a long-term leadership role within the organization

This program includes six months of intensive management-focused training designed to accelerate readiness for leadership.

Training & Support Provided

We invest heavily in your success:

  • Structured leadership and management training
  • Ongoing coaching and mentorship from experienced leaders
  • Digital marketing, prospecting, and CRM tools
  • Access to product specialists and operational experts
  • Licensing support and professional development

You'll gain exposure to a wide range of financial and insurance solutions, including life insurance, retirement planning, long-term care, disability income insurance, and investment products.

Compensation & Benefits
  • Salary range: $90,000-$125,000 annually
  • Additional performance-based compensation tied to recruiting and team success
  • Medical, dental, and vision insurance
  • Life and long-term disability coverage
  • Pension plan + 401(k)
  • Clear advancement opportunities into senior leadership roles
Who We're Looking For

To qualify for the Accelerated Path to Management, you should have one or more of the following:

  • Prior sales or leadership experience
  • Business ownership or entrepreneurial background
  • MBA or similar advanced degree
  • Strong communication and relationship-building skills
  • Interest in coaching, mentoring, and developing others

Must currently reside in the state of Iowa.

About New York Life - Iowa General Office

New York Life is a Fortune 100 mutual company with more than 175 years of financial strength and integrity. As a mutual company, we are accountable only to our policyholders—not shareholders—allowing us to focus on long-term success. New York Life has proudly served Iowa since 1850, providing insurance, investment, and retirement solutions backed by expert guidance and a strong local presence.

Apply today if you're ready to build a leadership career with real growth, real impact, and real earning potential.

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