Job Details
Accelerated Path to Management - Financial Services
2026-01-17 NYL - North Bay all cities,AK
Description:
The Fast Track to Management Program prepares you to grow from Financial Professional into Associate Partner (management), with a structured development path and ongoing support. You'll gain financial expertise, leadership skills, and recruiting experience while building and mentoring your own team.
Qualifications:
Why New York Life:
This role offers upside income potential and long-term career mobility. While based in Northern California, high-performing leaders may pursue opportunities in other states, regional leadership roles, or positions within zone or home office leadership. Advancement and compensation are directly tied to team growth and performance.
New York Life is consistently recognized for its financial strength, award-winning training programs, and commitment to diversity and inclusion.
Responsibilities
What You'll Do
• Start your career as a Financial Professional, building strong client relationships while developing skills in business development and financial guidance.
• Help clients navigate key financial needs, including retirement planning, investments, and protection strategies.
• Complete paid training and required licensing, including insurance and FINRA registrations.
• Progress into a six-month management training program after your first year.
• Recruit, mentor, and lead a team of financial professionals, supporting their growth and long-term success.
Qualifications
• Prior sales, business ownership, or management experience preferred.
• Bachelor's Degree or advanced degree a plus, but not required.
• Strong leadership, communication, and coaching skills.
• Commitment to professional and personal growth.
• Ability to pass state insurance licensing and FINRA registrations (training and support provided).
• Must reside in Northern California.
Description
New York Life Insurance & Investments
Fortune 100 Company | Northern California
Are you a proven leader ready to accelerate your career into management? New York Life's Fast Track to Management Program is designed for driven professionals with experience in leadership, sales, or business ownership who want to build and lead a successful team while making a meaningful impact.
This Opportunity May Be Right for You If You:
- Have management or sales experience in any industry
- Have owned or operated a business
- Hold a Bachelor's, MBA, or advanced degree
- Are motivated by leadership, growth, and long-term career advancement
The Fast Track to Management Program prepares you to grow from Financial Professional into Associate Partner (management), with a structured development path and ongoing support. You'll gain financial expertise, leadership skills, and recruiting experience while building and mentoring your own team.
Qualifications:
- Strong communication, leadership, and coaching abilities
- Commitment to professional development and continuous growth
- Must reside in Northern California and meet licensing requirements (training provided)
- Comprehensive, paid training in financial services, leadership, and team development
- Industry-leading tools and resources, including marketing and recruiting support
- Compensation designed for growth:
- Year 1 - Financial Professional: Primarily commission-based compensation with training allowances available
- Associate Partner (Management): Base salary typically ranging from $75,000-$150,000, plus bonuses and additional compensation tied to team production, recruiting, and development success
- Field Manager income potential increases significantly based on performance, with bonuses, incentives, and recognition programs
- Comprehensive benefits package, including:
- Medical, dental, and vision coverage
- Life insurance and long-term disability
- Pension and 401(k), 401(k) match
- Hybrid or remote flexibility and clearly defined advancement opportunities within a Fortune 100 company
- Tuition reimbursement for professional designations such as ChFC, WMCP, CFP, or CLU
Why New York Life:
This role offers upside income potential and long-term career mobility. While based in Northern California, high-performing leaders may pursue opportunities in other states, regional leadership roles, or positions within zone or home office leadership. Advancement and compensation are directly tied to team growth and performance.
New York Life is consistently recognized for its financial strength, award-winning training programs, and commitment to diversity and inclusion.
Responsibilities
What You'll Do
• Start your career as a Financial Professional, building strong client relationships while developing skills in business development and financial guidance.
• Help clients navigate key financial needs, including retirement planning, investments, and protection strategies.
• Complete paid training and required licensing, including insurance and FINRA registrations.
• Progress into a six-month management training program after your first year.
• Recruit, mentor, and lead a team of financial professionals, supporting their growth and long-term success.
Qualifications
• Prior sales, business ownership, or management experience preferred.
• Bachelor's Degree or advanced degree a plus, but not required.
• Strong leadership, communication, and coaching skills.
• Commitment to professional and personal growth.
• Ability to pass state insurance licensing and FINRA registrations (training and support provided).
• Must reside in Northern California.