Leadership Track Opportunity for experienced professionals across industries with management or business development experience, offering a path to an Associate Partner role in less than one year.
What we're looking forWe're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to
one of the following questions:
- Do you have sales or managerial experience in another industry?
- Have you previously run your own business?
- Do you have an MBA or other equivalent degree?
If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional,* learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.
What we offerPhase 1: Firsthand experience as a financial
professionalYou'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.
Training and ResourcesYou will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Product SolutionsYou will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
* The terms "agent" and "financial professional" are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
Phase 2: Your Transition to Associate PartnerAfter meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
How we will compensate youWhen you begin with New York Life as a financial professional,2 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.
If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is
$60,000-$150,000 (the minimum salary in California is $68,640.00; the minimum salary in Washington is $77,968.80; the minimum salary in New York City, Nassau, Suffolk, and Westchester counties is $64,350.00; the minimum salary in the rest of New York State is $60,405.80), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop ("R&Ds"). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for
medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000.5
Responsibilities• Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
• Hone your skills and facilitate success as a manager by participating in our six-month Associate Partner Training Program
• Transition into management as an Associate Partner once you have achieved the program requirements
• Hire and lead your own group of financial professionals while serving as an Associate Partner
Qualifications• Do you have sales or managerial experience in
another industry?
or• Have you previously run your own business?
or• Do you have an MBA or other equivalent degree?
