Accelerated Path to Management
New York Life and NYLife Securities
Billings Metropolitan Area, MT
$60,000 to $999,999 Yearly
Vision , Medical , Dental , Paid Time Off , Life Insurance , Retirement
Full-Time
Must have full FINRA licensing.
Job Description
Company Info
Join our Financial Professionals Accelerated Associate Partner/Partner Program
Our New York Life Manhattan General Office is seeking Accelerated Associate Partner/Partner Program candidate to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals, and as a Fast Track candidate you can transition into a Partner role after hitting certain metrics to help develop and build a team of financial professionals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
About New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
FINANCIAL PROFESSIONAL RESPONSIBILITIES:
Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person's individual financial status, income, financial goals, and other factors
Serve as a collaborative team player willing to furthering development through continued training opportunities
Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
Required Qualifications for fast track candidates. Either:
Completed Master's degree or equivalent higher education, or
Executive management experience for 5 years, or
Owning and running a successful business for at least 5 years, or
Experience in the financial services industry while holding Life/health license
DESIRED SKILLS & QUALIFICATIONS
Coachable
Self-Disciplined
Values of integrity and honesty.
Excellent communicator and relationship builder.
Ability to work independently with a go-getter mindset.
Life and health license is preferred.
willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
Previous experience in sales, banking, financing, or other related fields is preferred.
PERKS AT A GLANCE:
Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
Flexibility - Can set your own schedule as you become more established and achieve work/life balance
Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
RECENT AWARDS AND ACCOLADES:
We're proud to be named the "Best Companies for Latinos to Work for" list for 2022 by Latino Leaders.
We ranked 1st in the number of Million Dollar Round "MDRT" Table Qualifiers for 68 consecutive years
We ranked 71 on the prestigious Fortune 500 list for 2023.
BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition [newyorklife.com]
COMPENSATION + BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
Potential for Growth Opportunities
Sponsorship of Licensing/Credentialing
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Plan3 for qualified individuals
Group Life and Disability Income Insurance
*For more information, please submit your resume and a management team member will connect with you.
1-Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
2-The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals , is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
3-Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.
Job Types: Full-time, Contract
Work Location: Hybrid remote
Company Description
New York Life Insurance Company is one of the largest and most respected life insurance providers in the United States. Founded in 1845, it has built a strong reputation for offering a range of financial products, including life insurance, retirement planning, investment options, and long-term care insurance. The company operates with a focus on helping individuals and families secure their financial futures by providing both protection and investment solutions. Known for its stability and long-standing history, New York Life emphasizes personalized service, with financial advisors working directly with clients to craft customized plans. As a mutual company, New York Life is owned by its policyholders, meaning it prioritizes the interests of those it serves over shareholders. It's trusted for its financial strength, integrity, and commitment to helping clients navigate their financial journeys.
Equal Opportunity Employer.
