Accelerated Path to Management

About the Company

New York Life is a Fortune 100 mutual company, helping families and businesses achieve financial security for 181 years. We’re proud to invest in people and leadership - not just policies.

About the Role

Ready to fast-track your leadership career in financial services? At New York Life, we invest in top talent from day one - training you in sales, business development, recruiting, and leadership so you can build a rewarding management career with long-term impact.

Responsibilities

• Begin as a Financial Professional, learning to:
• Develop and maintain client relationships
• Deliver personalized financial solutions (insurance, retirement, investment strategies)
• Use CRM tools (e.g., Salesforce) to manage pipeline and client data
• Generate leads through prospecting, networking, and warm outreach
• Meet key milestones in licensing and production within your first 6-12 months*Transition into our Associate Partner Training Program - a 6-month intensive training program to prepare you for leadership
• Recruit, train, and manage your own team of Financial Professionals

Qualifications

• Experience in sales, entrepreneurship, or business ownership
• Background in team leadership, coaching, management, or military leadership
• MBA or advanced degree preferred, but not required
• A desire to build a long-term leadership career in financial services

Required Skills

• Sales and prospecting
• Prospecting / lead generation
• Client relationship management
• Financial advising or planning (preferred)
• CRM proficiency (Salesforce or similar)
• Coaching and individual development
• Recruiting and talent assessment
• Strong verbal communication and presentation

Preferred Skills

• Management: 1 year
• Sales: 1 year

Pay range and compensation package

• $100,000–$150,000+ per year, with high earning potential as you grow.
• Bonus opportunities and commission structure.
• Full benefits package including:401(k) with matching
• Pension plan
• Medical, dental, vision, HSA/FSAPaid time off and training
• Life insurance and more
• Equal Opportunity Statement: This Role Is for You If You:
• Have a strong interest in building a long-term career in leadership and financial services
• Are self-motivated, coachable, and performance-driven
• Have a history of success in sales, entrepreneurship, or team leadership
• Are comfortable with a performance-based compensation model
• Want to grow into a role where you lead and develop others
• Contact Information: Judi Gordon, Partner, New York Life, Northern California General Office
• Phone: (916) 559-9911Email: jigordon@newyorklife.com
• New York Life is an

Equal Opportunity Employer

• M/F/Veteran/Disability/Sexual Orientation/Gender Identity