Accelerated Path to Management: Financial Pro to Partner

New York Life; Newport Beach (CA); On-site; USD 67,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Pension plan

Job summary

New York Life invites you to join its Accelerated Path to Management program, designed to propel you from a financial professional to Associate Partner through a structured six‑month training plan.

You will learn to sell our products, build client relationships, recruit and coach others, and pursue management opportunities with extensive training, digital tools, and performance‑based incentives.

Qualifications

• Experience in sales or management in other industries.
• Have run your own business.
• MBA or equivalent degree.

Responsibilities

• Begin as a financial professional, learning to sell our products and build client relationships.
• Transition into a management role after training and meeting requirements.
• Recruit and coach other financial professionals to build a strong team.

Skills

Sales experience

Managerial experience

Entrepreneurial experience

MBA or equivalent degree

Education

MBA or equivalent degree

Job description

New York Life invites you to join its Accelerated Path to Management program, designed to propel you from a financial professional to Associate Partner through a structured six‑month training plan.

You will learn to sell our products, build client relationships, recruit and coach others, and pursue management opportunities with extensive training, digital tools, and performance‑based incentives.