Description
The Accelerated Path to Sales Management Program is designed for ambitious professionals who want to build a successful career in financial services while developing the skills to become a future leader.
You'll begin as a Financial Professional, gaining hands-on experience building client relationships, growing your own practice, and helping individuals and families work toward their financial goals. Along the way, you'll receive industry-leading training, ongoing mentorship, professional development, and access to tools and resources designed to support your growth.
What makes this opportunity especially exciting is the defined path to leadership. As you meet specific program requirements, you'll have the opportunity to transition into New York Life's Associate Partner training program, where you'll develop skills in recruiting, coaching, and team development.
Responsibilities
• Build and grow your own financial services practice by developing relationships with prospective and existing clients.
• Work with clients to understand their financial goals and provide appropriate insurance and financial solutions.
• Develop new business through prospecting, networking, referrals, and relationship-building activities.
• Participate in comprehensive training, coaching, and mentorship to strengthen your financial services, business development, and leadership skills.
• Utilize New York Life's digital sales, prospecting, and marketing tools to attract, engage, and retain clients.
• Meet applicable performance, production, and licensing requirements to progress through the Accelerated Path to Sales Management Program.
• Upon qualifying for the Associate Partner role, develop leadership skills by learning to recruit, coach, and develop a team of Financial Professionals.
Qualifications
• Sales, management, leadership, or business ownership experience is preferred.
• MBA or other equivalent degree is a plus.
• Strong relationship-building and interpersonal skills.
• Excellent communication skills with the ability to connect with a variety of individuals.
• Enterprising mindset with the motivation to build and grow a business.
• Demonstrated leadership potential and an interest in coaching and developing others.
• Self-motivated, goal-oriented, and interested in long-term professional growth and advancement.
