Financial Professional – Management Career Path

New York Life offers an Accelerated Path to Management Program designed for financial professionals who want to build client relationships, complete structured training, and transition into a management role. The program combines an initial intensive training period with Associate Partner training focused on recruiting and coaching.

Location and Role Type

• Work location: Corona, CA (onsite)
• Ability to commute: Corona, CA 92877 (Required)
• Job type: Full-time
• Pay: USD 51,000 - 175,000 per year

Program Overview: Accelerated Path to Management

The Accelerated Path to Management Program starts with you working as a financial professional. You receive training and access to tools, and then transition into a management role after meeting specific requirements. The program includes a six-month intensive training program intended to prepare you for success as a manager, along with Associate Partner training that focuses on recruiting and coaching others.

Core Responsibilities

• Learn how to sell products, build client relationships, and meet specific requirements prior to transitioning into management.
• Complete a six-month intensive training program designed to prepare you for a managerial role.
• Develop an understanding of how to recruit and coach others to success.
• During Associate Partner training, help lead and build your team of financial professionals.
• Continue to pursue opportunities to grow and be promoted into increasingly senior management levels.

Requirements

• Sales or managerial experience in another industry: answer yes
• Previously ran your own business: answer yes
• MBA or other equivalent degree: answer yes
• Meet specific production and licensing requirements and obtain approvals before transitioning to field management.
• Hold securities licenses and maintain FINRA registrations, and affiliate with NYLIFE Securities as a registered representative before offering investment products.
• Master’s (Preferred)
• Sales: 3 years (Preferred)

Compensation Details

• When you begin as a financial professional, income is commission-based.
• After meeting requirements and approvals to become an Associate Partner, you will receive a salary.
• Associate Partner salary range: $60,000–$150,000. In California: $62,400–$150,000.
• Eligible for additional compensation tied to agents you recruit and develop (referred to as “R&Ds”), including reimbursement for any reasonable and necessary expenses not otherwise reimbursed.
• Field managers’ compensation is aligned with recruiting performance and the production level of their team of financial professionals.

Benefits

• 401(k) and retirement plan
• 401(k) savings plan
• Medical, dental, and vision benefits
• Life insurance
• Long-term disability
• Accidental death and dismemberment coverages
• Pension plan
• Additional compensation related to recruited and developed agents (“R&Ds”)

Training and Tools Provided

• Investment in your early development to learn and grow as a financial professional first.
• Training in skills such as marketing, business development, and customer relationship management, along with tools to support your career.
• Access to resources and tools for a career in management.
• Complete training, access to digital tools, and a comprehensive product suite.
• Day-to-day resources to support success, including experts available to answer questions and a suite of digital sales, prospecting, and marketing tools using web, social, and email content.

First-Year Structure and Transition to Management

• Your first year is focused on working as a financial professional.
• After meeting specific requirements for the first 12 months, you enter a specialized six-month Associate Partner training program.
• Through Associate Partner training, you support leading and building your team of financial professionals.

Product Solutions

• Learn about insurance and financial products that support clients and their families in working toward financial goals.
• Competitive product offerings include life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a licensed insurance agency.