Fast Track To Leadership Program

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

At New York Life, we’re proud of our rich history and commitment to helping individuals achieve financial security. Our Fast Track to Leadership Program is designed for those ready to elevate their careers 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 program isn’t just a job; it’s a stepping stone to becoming a key player in a company that values integrity, humanity, and long-term stewardship. Our commitment to employee development means you’ll have access to robust marketing support, prospecting tools, and technical assistance. As part of a Fortune 100 company, you'll have the resources to build your career while making a meaningful impact. If you’re driven, eager to learn, and ready to take charge, let’s embark on this journey together. Join us and be part of a team that believes in doing good for clients and society.

Responsibilities

• Lead and inspire a team of financial professionals, fostering a culture of collaboration and growth.
• Develop and implement strategic plans to drive business success and client satisfaction.
• Mentor and coach team members, empowering them to achieve their career goals and enhance their skills.
• Analyze market trends and client needs to identify opportunities for innovative financial solutions.
• Cultivate strong relationships with clients, ensuring their financial security and peace of mind.
• Collaborate with cross-functional teams to enhance service delivery and operational efficiency.
• Monitor and evaluate team performance, providing constructive feedback and recognition to drive improvement and motivation.

Qualifications

Goal-oriented, highly motivated, and seeking a rewarding and challenging career. Experience working in sales and sales management is preferred. Recruiting experience is not required, but a plus. Spanish, Korean, or other language fluency is beneficial. Working knowledge of different cultural markets is helpful. Required knowledge and experience working in the insurance or financial services field (3+ years preferred). Life and Health license, SIE, Series 6/63;7/65 or 66;24 are preferred but not immediately required. Salesforce experience preferred but not required. MBA preferred, but previous leadership experience can replace the MBA requirement.

Compensation

$100,000 + at plan