Fast Track to Management

Accelerated Path to Management Program – New York Life

New York Life invites experienced professionals to join a two‑phase career path that starts as a financial professional and progresses to a field‑manager role. The program combines on‑the‑job training, intensive professional development, and a clear progression to a salaried leadership position.

• Sell and market New York Life’s life insurance, annuity, long‑term care, disability, and investment products.
• Build and manage client relationships, meeting specific performance and licensing requirements for the first 12 months.
• Participate in a six‑month intensive Associate Partner training program focused on recruiting, coaching, and leading a team of financial professionals.
• Use field‑manager skills to develop and support agents, track their performance, and drive team results.
• Leverage digital tools and marketing resources to prospect, nurture, and retain clients.

• Sales or managerial experience in another industry, or prior ownership of a business.
• MBA or equivalent advanced degree, or significant prior experience in a related field.
• Commitment to continuous learning and a desire to grow into a management role.
• Ability to meet production, licensing, and registration requirements (securities licenses, FINRA registration, NYLIFE Securities affiliation).
• Strong interpersonal, communication, and coaching skills.

First‑year training includes full product knowledge, sales techniques, customer relationship management, and access to a comprehensive suite of digital sales and marketing tools. Ongoing support is provided through experts and a robust training framework designed to accelerate growth.

If hired as a financial professional, compensation is commission‑based. Successful completion of the Associate Partner program unlocks a salary ranging from $60,000 to $150,000 (California and Washington have minimums of $64,480 and $65,479 respectively), plus bonuses, recruitment incentives, and various performance‑related incentives.

Benefits include:

• Medical, dental, and vision coverage
• Extended life insurance, long‑term disability, and accidental death and dismemberment coverages
• Retirement plans: pension and 401(k) with company match
• Paid time off and flexible schedule options
• Tuition reimbursement and career development support
• Supplemental pay: bonus opportunities and commission pay

Hybrid work model: in‑office, field, or remote depending on role requirements. The preferred work location is PH Suite, CA 91203. The schedule is Monday‑Friday with weekends as needed for client engagement.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. All qualified applicants will receive consideration for employment.