Financial Pro to Leader: Accelerated Path to Management

New York Life Insurance Co.; Palo Alto (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Bonuses & Production Incentives

Comprehensive Benefits

Job summary

New York Life accelerates your path to leadership through hands-on experience as a financial professional, with rigorous training, mentorship, and development opportunities from day one.

You will start by building client relationships, growing your business, and gaining exposure to a broad suite of insurance and financial solutions, while preparing for a six‑month Associate Partner program focused on recruitment, coaching, and team development.

Qualifications

• Experience in sales or management in another industry.
• Experience running a business or leading a team.
• MBA or equivalent degree.
• Strong relationship-building and communication skills.
• Entrepreneurial mindset and leadership potential.

Responsibilities

• Build your own practice by developing client relationships and growing your business.
• Receive industry-leading training, mentorship, and development opportunities.
• Progress to Associate Partner and lead, recruit, coach, and develop a team.

Skills

Sales experience

Management experience

Leadership potential

Relationship building

Communication skills

Entrepreneurial mindset

Education

MBA or equivalent degree

Job description

New York Life accelerates your path to leadership through hands-on experience as a financial professional, with rigorous training, mentorship, and development opportunities from day one.

You will start by building client relationships, growing your business, and gaining exposure to a broad suite of insurance and financial solutions, while preparing for a six‑month Associate Partner program focused on recruitment, coaching, and team development.