Job Description
About the Company : New York Life is a Fortune 100 mutual company, helping families and businesses achieve financial security for 181 years. We’re proud to invest in people and leadership - not just policies. About the Role : Ready to fast-track your leadership career in financial services? At New York Life, we invest in top talent from day one - training you in sales, business development, recruiting, and leadership so you can build a rewarding management career with long-term impact. Responsibilities Begin as a Financial Professional, learning to: Develop and maintain client relationships Deliver personalized financial solutions (insurance, retirement, investment strategies) Use CRM tools (e.g., Salesforce) to manage pipeline and client data Generate leads through prospecting, networking, and warm outreach Meet key milestones in licensing and production within your first 6-12 months* Transition into our Associate Partner Training Program - a 6-month intensive training program to prepare you for leadership Recruit, train, and manage your own team of Financial Professionals Qualifications : Experience in sales, entrepreneurship, or business ownership Background in team leadership, coaching, management, or military leadership MBA or advanced degree preferred, but not required A desire to build a long-term leadership career in financial services Required Skills : Sales and prospecting Prospecting / lead generation Client relationship management Financial advising or planning (preferred) CRM proficiency (Salesforce or similar) Coaching and individual development Recruiting and talent assessment Strong verbal communication and presentation Preferred Skills : Management: 1 year Sales: 1 year Pay range and compensation package : $100,000–$150,000+ per year, with high earning potential as you grow. Bonus opportunities and commission structure. Full benefits package including: 401(k) with matching Pension plan Medical, dental, vision, HSA/FSA Paid time off and training Life insurance and more Equal Opportunity Statement : This Role Is for You If You: Have a strong interest in building a long-term career in leadership and financial services Are self-motivated, coachable, and performance-driven Have a history of success in sales, entrepreneurship, or team leadership Are comfortable with a performance-based compensation model Want to grow into a role where you lead and develop others Contact Information : Judi Gordon, Partner, New York Life, Northern California General Office Phone: (916) 559-9911 Email: jigordon@newyorklife.com New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity