Fast-Track Leadership for Finance Professionals

New York Life - Greater DC; United States; On-site; USD 100,000 - 140,000; Full time

Job summary

New York Life’s Fast Track to Leadership Program is designed for professionals who want to rise quickly in finance, offering a path from financial professional to leadership within a year. You'll gain hands-on experience, working alongside experienced advisors and managers, while receiving comprehensive training and support.

This Fortune 100 company provides robust marketing support, prospecting tools, and technical assistance to help you develop leadership skills and deliver value to clients

Qualifications

• Experience in sales and sales management.
• Knowledge of insurance or financial services field.
• Spanish or Korean language fluency is beneficial.
• Life and Health license or related credentials preferred.
• MBA preferred; leadership experience can substitute.

Responsibilities

• Lead and inspire a team of financial professionals.
• Develop strategic plans to drive business success.
• Mentor team members to achieve career goals.
• Analyze market trends to identify opportunities.
• Cultivate relationships with clients for security and peace of mind.
• Collaborate with cross-functional teams to improve service delivery.
• Monitor performance and provide feedback to drive motivation.

Skills

Sales leadership

Team mentoring

Strategic planning

Client relationship building

Education

MBA preferred

Tools

Salesforce

SIE

Job description

New York Life’s Fast Track to Leadership Program is designed for professionals who want to rise quickly in finance, offering a path from financial professional to leadership within a year. You'll gain hands-on experience, working alongside experienced advisors and managers, while receiving comprehensive training and support.

This Fortune 100 company provides robust marketing support, prospecting tools, and technical assistance to help you develop leadership skills and deliver value to clients