New York Life Accelerated Path to Management Program

Considering a Career Change? Do you have experience in an industry that has changed, and are looking for a new path? Bring your experience, education, and skills, and thrive in our professional environment as a Fortune 100 Company.

At New York Life Investments, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. We provide study materials and pay for the required licensing.

What we’re looking for…

Candidates must reside in Northern California. This is a full-time opportunity. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

• Do you have sales or managerial experience in another industry?
• Have you previously run your own career?
• Do you have an MBA, a Bachelor's, or other equivalent degree?
• Are you fluent in another language?

In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

What we offer…

Your first year

You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.

Training and resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Award-winning training and ongoing education. We provide training for insurance and securities licenses. You can also earn professional designations from a national financial planning college.

Product Solutions

You will learn about our robust investment products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. You may also affiliate with our Registered Investment Advisory, Eagle Strategies, LLC, offering an investment advisory platform, financial planning, and wealth management solutions.

Your transition to a Field Manager role

After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

How we will compensate you

When you begin with New York Life as a financial professional, you will receive income that is commission-based. $140,000 at plan earnings. Your income will grow as your team grows and as their client base grows.

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. Plus, you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (called R&Ds), which is additional compensation that is designed to increase your income.

New York Life will value and reward your hard work and success. You’ll have significant income potential over time because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals.

Benefits: You will also be eligible for health benefits, medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.

Continued Growth Opportunities...

This role offers significant opportunities for career advancement. You’ll begin as an Associate Partner, with a clear path to Partner, Senior Partner, Executive Partner, and Managing Partner. Future opportunities may also include leadership roles in one of our Zone offices, New York Life Investments, or our iconic Home Office in New York, New York.

About New York Life…

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

About you...

Are you considering a mid-level career change? This is an excellent opportunity for leaders in other industries to transfer their skills to leading a team with us.

Are you fluent in another language? We are looking to grow our Cultural Markets base and will help you with materials, resources, and guidance to build your team and help your community.

We’re proud the be recognized by organizations that also value diversity

• Latino Leaders: 2022 Best Companies for Latinos to Work For
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity

Kelly Grant, RICP®

Partner

Santa Rosa, CA

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

$140,000+ at plan commission

• Talent Scout: Recruit and develop your own team of financial professionals
• Financial Professional: Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs
• Business Coach: Motivate your team of business-minded individuals to be the best advisors they can be and help others with financial investment solutions

• Do you have sales or managerial experience in another industry?
• Considering a Mid-Career Change?
• Have you previously run your own career? Owned a business?
• Do you have an MBA, a Bachelor's, or other equivalent degree?

If yes, we encourage you to apply! We are growing rapidly in Northern California and looking for leaders in Sonoma, Marin, Mendocino, Napa, Lake, Solano, and Yolo Counties. This is an exceptional opportunity for the right individual and offers lucrative income potential. You will help your community by helping people make the decisions that are right for their families, their businesses, and their legacy.

Strengths that are helpful to this opportunity:

• Business Mindset/Business Owner Background
• Educational or Medical Background
• Self-Motivation & Discipline – Business mindset with the drive to meet goals and manage time independently
• Financial Literacy – Don't have a solid understanding of insurance, investment products, retirement planning, and financial strategies? You will receive top-notch training so that you can train others!

As a New York Life partner, my goal is to help driven, ambitious people fulfill their potential.

We'll help you take the path to becoming a financial advisor, with the backing of a Fortune 100 company. Become your own boss and discover how satisfying it can be to shape your own practice and strengthen your community.

We enjoy a flexible work schedule to allow you to let your values and your personality drive your success.

If you like working with people, have an enterprising spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. We provide complete training, education, and support.

• Expert training
• Tuition Reimbursement to help you achieve a financial services designation such as FSCP, ChFC, CFP, RICP, and more
• Extensive sales and marketing support
• Backed by over 180 years of experience
• Pension eligibility
• Flexible schedule
• Significant income potential