Full Job Description
If you are a born leader who is ready to take your financial career to the next level as an Associate Partner or Partner in our Greater DC General Office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Associate Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as a Partner. If this sounds like a fit for you, apply today!
Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established advisers and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
Responsibilities
• Develop a personalized, long-term strategy and gain hands-on experience while assisting agents and financial advisers in identifying and achieving their financial goals
• Determine financial solutions for clients within a wide breadth of relevant products and services, such as life insurance, fixed and variable annuities, mutual funds, securities, and more
• Transition into management as a Partner once you have achieved the program requirements
• Six-month Associate Partner Training Program to further your business acumen and expertise
• Hire, train, develop, and lead a team of successful agents and financial advisors
• Use software systems to track and monitor the development of personnel in a digital environment
Qualifications
• Goal-oriented, highly motivated, and seeking a rewarding and challenging career
• Experience working in sales and sales management is preferred
• Recruiting experience is not required, but a plus
• Spanish, Korean, or other language fluency is beneficial
• Working knowledge of different cultural markets is helpful
• Required knowledge and experience working in the insurance or financial services field (3+ years preferred)
• Life and Health license, SIE, Series 6/63/7/65/24 are preferred but not immediately required
• Salesforce experience preferred but not required
• MBA preferred, but previous leadership experience can replace the MBA requirement
