Financial Services Sales Manager/Partner

New York Life Insurance Company is seeking a Financial Services Sales Manager/Partner in Miami, FL (hybrid) through its Accelerated Path to Management Program. The role begins with building your foundation as a financial professional and then transitions into an Associate Partner and leadership track after you meet the program requirements.

Across the program, you will receive structured training and ongoing support, with a clear pathway to recruiting and coaching a team of financial professionals. You will also gain hands-on experience working with clients and learning the insurance and investment solutions New York Life provides.

Program overview

• Phase 1: Firsthand experience as a financial professional.
• Phase 2: Transition to Associate Partner, including a six-month intensive Associate Partner training program.
• During the first year, you learn how to sell products, build client relationships, and meet specific requirements before moving into the management phase.

Responsibilities

• Work as a financial professional during the first year to build sales skills, develop client relationships, and meet requirements needed for advancement.
• Complete a six-month intensive training program designed to prepare you for success as a manager.
• Learn how to recruit and coach others to success.
• After meeting specific requirements during your first 12 months, lead and build your team of financial professionals and enter the six-month Associate Partner training program.

Requirements

• Sales or managerial experience in another industry.
• Experience running your own business.
• MBA or other equivalent degree.
• Hold securities licenses and maintain FINRA registrations and affiliate with NYLIFE Securities as a registered representative before offering investment products.
• Meet specific requirements during the first 12 months as a financial professional to enter the specialized six-month Associate Partner training program.

Digital tools and marketing resources

• Digital tools, web content, and social and email content.
• Marketing tools, digital sales tools, and prospecting tools.
• Access to resources and experts to support day-to-day success.

Product solutions

• Insurance and financial products, including life insurance, annuities, long-term care insurance, and disability income insurance.
• Investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency.
• Training on robust products and services that help clients pursue their financial goals.

Compensation

• When you begin as a financial professional, income is commission-based.
• If you meet requirements and receive approvals to become an Associate Partner, you will receive a salary.
• Associate Partner salary range: $60,000–$150,000.
• Eligibility for certain bonuses and incentives tied to the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”).
• R&Ds provide additional compensation designed to increase income and to reimburse reasonable and necessary expenses not otherwise reimbursed.
• Significant income potential over time, aligned with field manager recruiting performance and the production level of your team.

Benefits

• 401(k) and 401(k) matching
• Dental insurance, health insurance, vision insurance
• Flexible schedule
• Paid time off
• Parental leave
• Tuition reimbursement
• Life and long-term disability coverage
• Accidental death and dismemberment coverages
• Pension plan
• Medical, dental, and vision benefits

Recognition

• Fortune 2024: World’s Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America’s Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

Company impact

• 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
• $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
• $983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)