San Antonio, TX (Onsite) Financial Professional role with New York Life, with training and an optional Fast Track to Management pathway.

Assist individuals, families, and businesses in planning for their financial future using New York Life’s insurance and financial product lines.
Provide consultation and advice as part of your insurance services work.
In the Accelerated Path to Management Program, begin as a financial professional by learning how to sell products, build client relationships, and meet specific requirements before moving into a management role.
Complete a six-month intensive training program designed to prepare you for success as a manager.
Apply training to recruit and coach others to success.
Use provided day-to-day resources, including experts available to answer questions.
Leverage a suite of digital sales, prospecting, and marketing tools (web, social, and email content) to attract and retain clients.
Learn New York Life’s products and services that support clients’ financial goals.
After meeting specific requirements for the first 12 months as a financial professional, enter a specialized six-month Associate Partner training program.

Background aligned to an insurance/financial products sales role (Financial Services Professional).
Education: Master’s degree or MBA (or other equivalent degree) may qualify you for a Fast Track to Management Program.
Hold required securities licenses and maintain FINRA registrations.
Affiliate with NYLIFE Securities as a registered representative before offering investment products.
Motivation markers:
- Sales or managerial experience in another industry (yes to at least one of the listed experience questions).
- Previous experience running your own business.
- MBA or other equivalent degree.
Fast Track to Management training includes skills such as marketing, business development, and customer relationship management.

Job type: Full-time
Work location: In person
Salary/pay range listed: USD 64,480 - 150,000 per year
Financial Professional income: commission-based when you begin.
Associate Partner pathway: if you meet requirements and approvals, you receive a salary.
Associate Partner salary range: $60,000–$150,000, plus eligibility for bonuses and other incentives tied to performance of agents in your unit, including additional compensation related to agents you recruit and develop.
Field manager compensation: aligned with recruiting performance and team production level of financial professionals.
Average income among 579 recruiters at all levels in 2022: $240,000.

Start as a financial professional in the Accelerated Path to Management Program, learning how to sell products, build client relationships, and meet specific requirements before transitioning into a management role.
Complete a six-month intensive training program to prepare for the manager role.
Use the program to learn how to recruit and coach others to success.

Motivated people who can answer yes to one of the following:
- Sales or managerial experience in another industry
- Previously run your own business
- MBA or other equivalent degree

Financial Advisor: Fast Track to Management

Job Description