Accelerated Leadership Development Program – Leadership Path

NYL - West Houston Office; Houston (TX); On-site; USD 95,000 - 150,000; Full time

Job summary

NYL - West Houston Office is offering an exciting opportunity for individuals through their Accelerated Leadership Development Program, aimed at building a career in financial services. Candidates will transition from Financial Professional to leadership roles with comprehensive training and mentorship.

This role involves client base development, delivering financial strategies, and recruiting financial professionals, ultimately progressing into leadership roles. Competitive compensation between $95,000 - $150,000 yearly is offered.

Qualifications

• Experience in developing and growing a personal client base through networking and strategic prospecting.
• Ability to conduct in-depth financial fact-finding to assess clients’ goals and financial positions.
• Proven track record of designing and presenting customized financial strategies.

Responsibilities

• Develop and grow a personal client base through networking and referrals.
• Recruit, select, and onboard new financial professionals.
• Monitor and track team production metrics and provide performance guidance.

Skills

Client base development

Financial fact-finding

Customized financial strategy design

Long-term client relationships

Job description

Overview

At New York Life, we’re offering an exciting opportunity for driven individuals through our Accelerated Leadership Development Program. This is more than just a job— it’s your chance to build a career with purpose, growth, and the opportunity to lead. Our fast‑track program is designed to guide you from establishing a strong foundation as a Financial Professional to stepping confidently into leadership roles. You’ll gain real‑world experience and learn to protect and grow wealth for clients with comprehensive training, mentorship, and advanced digital tools. Once you’ve laid the groundwork, you’ll transition into our Associate Partner program, where you’ll master leadership through structured coaching and hands‑on experience in team development. We’re committed to your career progression, offering a clear path to roles like Partner, Senior Partner, and Managing Partner. In our supportive environment, personal and professional growth are encouraged, with a culture that celebrates performance and success. Join us at New York Life, and let’s shape a future where your ambition knows no bounds.

Responsibilities

Phase 1: Financial Professional (Production & Business Development)

• Develop and grow a personal client base through networking, referrals, and strategic prospecting
• Conduct in‑depth financial fact‑finding to assess clients’ goals, risk tolerance, and financial position
• Design and present customized financial strategies, including protection, retirement, and wealth‑building solutions
• Recommend appropriate insurance and financial products aligned with client objectives
• Build long‑term client relationships through ongoing service, annual reviews, and proactive communication
• Maintain compliance with all industry regulations, licensing requirements, and company standards
• Achieve defined performance milestones required for leadership consideration

Phase 2: Leadership Development (Associate Partner Track)

• Recruit, select, and onboard new financial professionals
• Coach, mentor, and develop team members to drive performance and accountability
• Conduct joint work appointments and provide field training support
• Assist in creating business development strategies for team growth
• Foster a culture of professionalism, ethical practice, and results‑driven performance
• Monitor and track team production metrics and provide performance guidance
• Participate in leadership training and management development programs

Qualifications

• Experience in developing and growing a personal client base through networking and strategic prospecting
• Ability to conduct in‑depth financial fact‑finding to assess clients’ goals and financial positions
• Proven track record of designing and presenting customized financial strategies
• Experience in recommending appropriate insurance and financial products aligned with client objectives
• Ability to build long‑term client relationships through ongoing service and proactive communication
• Experience in maintaining compliance with industry regulations and company standards
• Proven ability to achieve defined performance milestones for leadership consideration and advancement opportunities

Compensation

Compensation: $95,000 - $150,000 yearly