Financial Professional/Fast Track to Management

The Fast Track to Management program at New York Life Insurance Company accelerates high-potential financial professionals into leadership roles through client-focused planning that encompasses insurance, retirement, and investment strategies.

Responsibilities

• Build and maintain long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
• Conduct comprehensive financial needs analyses and craft customized solutions aligned with client goals.
• Grow the client base through networking, referrals, and community engagement.
• Continuously expand knowledge of financial products and current market trends.
• Mentor and guide junior financial professionals as part of the management track.
• Meet sales goals and performance metrics required for consideration on the management track.
• Participate in professional development and leadership training initiatives.

Requirements

• Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
• Proven success in sales, finance, management, or related fields.
• Strong interpersonal and communication skills.
• Goal-oriented with the ability to thrive in a performance-based environment.
• Prior leadership experience or clear leadership potential.
• Life and Health Insurance licenses or willingness to obtain.
• Series 6/7 and 63/66 FINRA registrations or willingness to obtain.

Ideal Candidate Attributes

• Entrepreneurial mindset with the drive to build a business and a team.
• Self-disciplined and organized with a strong work ethic.
• Passion for leadership, mentorship, and personal development.
• Integrity and commitment to delivering exceptional client service.
• Bilingual candidates are encouraged to apply.

Fast Track to Management

• A structured path to a management role within 24 months.
• Access to leadership development training and resources.
• Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits

• Competitive base pay with commission-based earnings.
• Medical, dental, and vision benefits.
• 401(k) and pension plan.
• Expense allowances.
• Professional development support.

Benefits

• Flexible schedule.
• Health insurance.
• Paid time off.
• Parental leave.
• Tuition reimbursement.
• Vision insurance.
• Dental insurance.
• 401(k) matching.

Ability to Commute

On-site in Horsham, PA 19044 is required.

Work Location

In person

Job Type

Full-time

Pay

Salary: USD 100,000 - 250,000 per year