Fast Track Management

New York Life Insurance Co.; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Three-year training program

Marketing support

Prospecting and technical assistance

Fortune 100 company resources

Job summary

New York Life Insurance Co. is recruiting for its Fast Track Partner Program in the United States. Start as a financial professional and gain hands-on experience in the field, with a clear path to associate partner upon meeting program requirements.

The program offers three years of training, marketing support, and technical assistance. It provides opportunity to build a clientele within a Fortune 100 company and advance into leadership roles.

Qualifications

• Experience in financial planning, insurance, or investment advisory roles.
• Ability to develop and implement personalized financial strategies for clients.
• Proven leadership and team management experience.
• Strong communication skills to convey complex financial concepts.
• Commitment to completing the Associate Partner Training Program and potential for management.
• Proficiency with a range of financial products including life insurance and annuities.

Responsibilities

• Develop a personalized, long-term strategy and assist clients in achieving goals.
• Determine financial solutions across life insurance, annuities, mutual funds, and more.
• Hire and lead your own group of financial professionals while serving as an associate partner.
• Transition into management as an Associate Partner after program requirements.
• Join the six-month Associate Partner Training Program to build business acumen.

Skills

Leadership

Communication

Financial planning

Client strategy

Training commitment

Management potential

Product knowledge

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as an associate partner.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

• 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
• 2 - Source: Individual Third Party Ratings Reports as 7/30/18.
• 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
• 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation: $65,000 - $95,000 at plan yearly

Qualifications

• Experience in financial planning, insurance, or investment advisory roles
• Ability to develop and implement personalized financial strategies for clients
• Proven track record of leadership and team management
• Strong communication skills to effectively convey complex financial concepts
• Commitment to completing the Associate Partner Training Program
• Capability to transition into a management role upon program completion
• Proficiency in understanding and utilizing a range of financial products and services, including life insurance and annuities

Responsibilities

• Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
• Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
• Hire and lead your own group of financial professionals while serving as an associate partner
• Transition into management as an Associate Partner once you have achieved the program requirements
• Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position