Management Opportunity - Financial Services
NYL - CharlotteCharlotte, NC, US
Posted ago
Description

Launch Your Career with New York Life – From Financial Professional to Future Leader


Are you a talented and adaptable professional looking for a new challenge? Do you have the ambition to grow into a leadership role where you can make a real impact?


At New York Life, we believe in investing in our people. From day one, you’ll receive comprehensive training and ongoing support to help you thrive as a financial professional. We’ll equip you with essential skills in:

  • Marketing and branding
  • Business development
  • Client relationship management
  • Financial needs analysis


As you grow in your role, we’ll continue to invest in your development by preparing you for a career in management. Through a structured training path and access to state-of-the-art tools and mentoring, you’ll be ready to take the next step and lead a team of your own.


If you’re ready to use your experience to drive your success—and to help others do the same—New York Life is ready for you.

Start your journey. Grow your career. Lead the way.


What we’re looking for:

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, motivated people who can answer yes to one of the following questions:

  • Do you have sales or managerial experience in another industry?
  • Have you previously run a business?
  • Do you have an MBA or other equivalent degree?
Responsibilities

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.


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.


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. 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.

Qualifications
  • Have or willing to pass FINRA S7, S63, S65, or S66 Registrations and Life and Health licenses.
  • A minimum of two years of industry or sales management experience is required.
  • A Bachelor's Degree or equivalent experience level is a prerequisite for this role.
  • Demonstrated expertise in leading and managing teams effectively is essential.
  • Strong sales, leadership, and communication skills.
  • Ideal candidates for the position are those who have a proven track record of meeting or exceeding targeted commitments.
  • Ability to work in a team-based environment.
  • Organized, detail-oriented, and excellent time management skills.
Compensation
$60,000 - $150,000 yearly
About NYL - Charlotte

New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 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 the long-term success of clients.

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), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

1-Source: 3rd Party Ratings Reports as 11/17/23.

2- SOURCE: MDRT 7/2023.

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