Finance Specialist

Build and lead your own team — with the backing of a Fortune 100 company.

New York Life is a Fortune 100 company with a long-standing reputation for financial strength and client-first values. We’re looking for a small number of high-potential leaders ready to earn a management role by proving themselves in the field first.

You’ll start as a Financial Professional
, building hands‑on experience with clients.

After meeting program milestones (
typically 6–12 months
), you’ll be eligible for promotion to Associate Partner
, where you begin building and developing your own unit of financial professionals.

• Develop a client base and run discovery‑based conversations
• Learn how to build financial strategies (protection, retirement, and investment solutions)
• Build a repeatable prospecting and appointment process
• As you promote:
  recruit, train, and lead a team of financial professionals
• Coach performance and help your team grow a sustainable practice

• Support from development managers and product consultants
• Access to NYLIC University
  , one of the most respected training programs in the industry
• A clear, structured path to leadership with ongoing mentorship and accountability

We’re looking for goal‑driven professionals with a strong track record, such as:

• MBA completed within the last 24 months or
• Consistent high earnings (ex: $85k+ over the last 2 years)
  or
• Former business owners/entrepreneurial backgrounds

• Relationship building and communication
• Leading by example
• Coachability + consistency
• Simplifying complex topics and educating others

• You want part‑time flexibility or a side gig
• You dislike accountability, coaching, or performance metrics
• You’re not open to a client‑facing role while developing into leadership

Income potential is significant, and leadership compensation is aligned with recruiting results and team production.

Average annual income among our recruiters in 2024: $260,300 (performance‑based; not guaranteed).

Benefits include medical/dental/vision/life/disability, 401(k) (after one year), pension (eligibility applies), and support for approved designations.

Type: Full‑time (Mon–Fri)

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

(1) Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance:
Life, Health (Mutual),” Fortune, 6/2/2024. For methodology, please see

(2) Individual independent rating agency commentary as of 10/15/2020: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).

Ratings do not apply to Investment products as they are subject to market risks and will fluctuate in value.

(3) Average incomes payable based on 2024 production. Actual income and compensation are not guaranteed and depend on a number of factors, including your field management title/level, the sales results of your agent unit and/or your General Office, and your applicable field management compensation plan. The company reserves the right to amend, modify, or terminate the compensation plans at any time.

The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company.

(4) Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

ARSMRU
1908250 (Exp.
06.30.2025)