Associate Partner with New York Life

New York Life; Orlando (FL); Hybrid; USD 60,000 - 150,000; Full time

Benefits offered by this job

Tuition reimbursement

AD&D insurance

401(k)

Health insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Pension plan

Work from home/Hybrid work

Flexible schedule

Job summary

New York Life offers an Accelerated Path to Management program designed to grow you from a financial professional into a leadership role. You’ll receive hands-on training in marketing, business development, and client relationships, with mentorship and a six-month Associate Partner training track.

Speaking Vietnamese and English is advantageous as you expand your network across diverse communities. The program includes a defined pathway to field management and competitive compensation.

Qualifications

• Experience in sales or management from another industry is preferred.
• MBA, PhD or other advanced degree is advantageous.
• Willingness to pursue securities licensing and FINRA registrations.

Responsibilities

• Sell our insurance and financial products and build client relationships.
• Recruit and coach a team of financial professionals.
• Lead and manage a network as you progress to a field manager role.

Skills

Sales experience

Managerial experience

Multilingual (Vietnamese/English)

Education

MBA or advanced degree

Tools

FINRA licenses

NYLIFE Securities registrations

Job description

Benefits

• Tuition reimbursement
• AD&D insurance
• 401(k)
• Health insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• Pension plan
• Work from home/Hybrid work
• Flexible schedule

New York Life Accelerated Path to Management Program (Bilingual Vietnamese Preferred)

Are you ready to grow your career into management? At New York Life, we invest in you from day one - training you to become a successful financial professional before guiding you toward leadership.

You’ll receive hands-on training in marketing, business development, and client relationship management, along with the tools and mentorship needed to build a strong foundation.

Speaking more than one language - especially Vietnamese (tiếng Việt) and English is a strong advantage. Multilingual professionals can build trust across diverse communities, expand their network, and connect with a broader client base.

If you’re driven and ready to turn your language skills into a leadership opportunity, this program is designed for you.

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 your own career?
• Do you have an MBA, PhD or other advanced degree?

In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements(1) 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 success.

What We Offer

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.

Training and Resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Product Solutions

You will learn about our robust products and services that can help clients and their families 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.(1)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.

How We Will Compensate You

When you begin with New York Life as a financial professional(2), you will receive income that is commission-based.(3)

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary range is $64,480 and $65,479, respectively), plus you will be eligible for additional compensation related to the agents you recruit and develop (R&D); R&D are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,(4) and a 401(k) savings plan.(5)

New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000.(6)

Compensation:

$130,000 - $160,000 yearly