Financial Sales Manager

New York Life is seeking Financial Sales Managers to join the Fast Track Partner program, with a focus on recruiting and developing a team of salespeople. This onsite role is based in Irvine, CA, and is structured for candidates who bring experience in financial services and sales, along with a track record that supports people leadership and business growth.

As part of the Fast Track Partner program, successful managers may be considered for additional opportunities in New York Life’s General Office, including potential selection to become a Partner. The position also includes comprehensive training through NYLIC University, supported by a nationwide team with expertise across insurance, investments, estate planning, and broader family and business planning.

Key Responsibilities

• Recruit and develop a team of salespeople
• Participate in New York Life’s Fast Track Partner program
• Be considered for potential selection to become a Partner in the General Office

Salary

• USD 90,000 - 200,000 per year

Requirements

• Previous experience in the Financial Services industry required
• Previous sales experience required
• Previously management experience required
• Life and Health License preferred but not necessary
• Series 6 or 7 and Series 63 preferred but not necessary
• Bilingual speaking Spanish, Chinese, Korean, Vietnamese, or other languages is a plus

Training, Support, and Professional Development

• Training through NYLIC University, described as one of the most comprehensive and well-respected programs in the industry
• Access to a nationwide team of leaders in insurance, investments, estate, family, and business planning
• Focus on community-mindedness, competitive spirit, strong communication skills, and high character and integrity

Benefits

• Comprehensive professional training
• Competitive benefits
• Significant income potential, with 2020 average income for Managers approximately $250,000
• Comprehensive Health/Dental/Life/Disability Coverage
• Retirement package and pension plans
• 401(k) and 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Sponsorship of licensing and industry credentials

Career Advancement

• After two years as a successful agent, additional opportunities may be available, including: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training

About the Role and Client Work

Financial Professionals work with clients to identify, outline, and achieve their financial goals. The organization offers a comprehensive array of financial products and services to support clients in building a sound, long-term financial strategy. New York Life and its affiliates emphasize prudent financial management, high-quality products, and exemplary service.

Recent Recognitions

• Ranked #67 on the Fortune 500 list for 2021
• Fortune Magazine’s list of World’s Most Admired Companies
• “Training Top 125” for Training magazine
• “Best Company for Multicultural Women” by Working Mother Magazine