Financial Professional

New York Life seeks ambitious financial professionals for a full-time Fast Track to Management role in Johnstown, PA (hybrid), focusing on financial planning, insurance, retirement, and investments.

Responsibilities

• Build and maintain long term client relationships, guiding planning, insurance, retirement, and investment strategies.
• Perform comprehensive financial needs analyses and craft tailored solutions aligned with client goals.
• Expand the client base through networking, referrals, and community involvement.
• Continuously expand knowledge of financial products and current market trends.
• Mentor and guide junior financial professionals as they enter the management track.
• Achieve sales goals and performance metrics required for management track progression.
• Participate in ongoing professional development and leadership training initiatives.

Requirements

• Bachelor’s degree preferred; advanced degrees or certifications such as MBA, CFP, or ChFC are a plus.
• Proven success in sales, finance, management, or related fields.
• Strong interpersonal and communication skills.
• Goal oriented and able 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.
• Location readiness for Johnstown, PA with hybrid work arrangement.
• Education and licensing as part of the base requirements, with salary guidance noted below.

Overview

New York Life offers a Fast Track to Management program designed to accelerate the careers of high performing financial professionals into leadership roles. This opportunity suits individuals with an entrepreneurial mindset, leadership potential, and a drive to help clients, families, and businesses achieve financial security.

Ideal Candidate Attributes

• Entrepreneurial mindset with the drive to build a business and lead a team.
• Self disciplined, organized, and highly motivated.
• Passion for leadership, mentorship, and ongoing personal development.
• Strong integrity and commitment to delivering exceptional client service.
• Bilingual candidates are encouraged to apply.

Fast Track to Management

• Qualified candidates who meet performance benchmarks early may join the Fast Track to Management program.
• 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

• Base salary with commission based earnings
• Medical, dental, and vision coverage
• 401(k) plan and pension benefits
• Expense allowances
• Support for professional development
• Flexible work schedule
• Health insurance