Financial Professional – Accelerated Path to Management

The Financial Professional role supports an accelerated path toward Associate Partner and management at New York Life. The position focuses on building a client-based practice while expanding into broader services, subject to licensing and eligibility requirements.

Role Overview

As a Financial Professional in Andover, MA (hybrid), you will establish and grow long-term relationships with individuals, families, and business owners. As you meet licensing and eligibility requirements, the role may include expanded responsibilities across investments, advisory, and financial-planning services.

Key Responsibilities

• Build and develop a client-based practice
• Establish long-term relationships with individuals, families, and business owners
• Identify client needs and develop personalized financial strategies
• Grow business through networking, referrals, prospecting, and relationship building
• Build knowledge across insurance, financial services, investments, and planning as applicable to licensing and career path
• Develop business and leadership skills for future advancement
• Associate Partners focus on recruiting, coaching, developing, and leading Financial Professionals

Markets and Schedule

• Location: Andover, Massachusetts
• Markets served: Massachusetts and New Hampshire
• Schedule: Full-time | Hybrid remote
• Work location: Hybrid remote in Andover, MA 01810

Compensation

Financial Professional stage: Compensation is performance-based and commission-driven rather than a traditional salary, with earnings tied to individual production and business development. Earnings vary by performance, with uncapped earning potential. The reported range is USD 60,000 to 180,000+ per year.

Associate Partner stage: Salary range is USD 60,000 to 150,000, with additional eligible bonuses and performance-based incentives. Candidates who qualify and transition into Associate Partner move into this salaried management compensation structure.

Licensing and Prior Credentials

• Financial-services licensing is required to perform the role.
• Candidates do not need to be licensed at the time of application.
• For those entering the industry, New York Life provides licensing guidance, study support, and reimbursement for required licensing expenses.
• Candidates who already hold credentials such as Life, Accident & Health, SIE, or other applicable insurance or securities licenses and registrations are encouraged to apply.
• Previous industry experience and existing credentials are reviewed individually, and the licensing or onboarding process may differ based on background and applicable requirements.

Training and Development

• Training and professional development through NYLIC University
• Licensing guidance, study support, and reimbursement
• Ongoing coaching and professional development
• Financial and advanced-planning resources
• Opportunities to pursue additional licenses and professional credentials
• Opportunities to expand into investment and advisory services through NYLIFE Securities and Eagle Strategies when applicable requirements are met

Required Authorization and Application Questions

• Candidates must be authorized to work in the United States without sponsorship.
• New York Life is unable to hire candidates on OPT, F-1, CPT, H-1B, or any other visa status, as the role requires permanent residency or U.S. citizenship with no sponsorship of any kind.
• Applicants must confirm they are either a U.S. citizen or a permanent resident (green card holder).

Education

A bachelor's degree is preferred.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid training
• Retirement plan
• Vision insurance

Who This Role Fits

• Management or team leadership
• Direct sales or business development
• Business ownership or entrepreneurship
• Financial services, banking, wealth management, or insurance
• Account or relationship management
• Recruiting, coaching, or employee development
• Candidates with an advanced degree or meaningful experience in management, direct sales, or business ownership may be considered for the Accelerated Path to Management based on applicable eligibility requirements.
• Financial-services experience is valuable but is not required for candidates with strong transferable leadership, sales, business, or relationship-building experience.

Job Type

Full-time