There are two roles currently being interviewed for Financial Advisor and Associate Partner Fast Track*. Responsibilities and Requirements are below.

*The Associate Partner Fast Track is available to candidates with one of the following:

• A successful business ownership background
• Demonstratable direct sales success, preferable in Life Insurance and/or Finacial Services
• Candidates who've obtained their MBA

Associate Partners will begin as Financial Advisor in order to learn the products, systems and culture of New York Life

Advisor Benefits

Full package of benefits for advisors – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from employees, NYL continues to refine and add benefits to their offering, so that you can flourish both inside and outside of work.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. NYL is proud that due to our mutuality, we operate in the best interests of our policy owners.

Salary Range: $600,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Disability Insurance

Life Insurance

Career Growth Opportunities

Retirement Plan

Pension

Training Subsudies

Requirements For Finacial Advisor Role:

• Bachelor’s Degree, MBA preferred for Management Fast Track
• Valid State Life and Health Licenses
• FINRA Registrations- Series 6 & 63 (Can be obtained upon hiring)
• Persuasive, Verbal and Written Communication Skills
• Adaptability and Flexibility
• Goal, Impact and Result Oriented
• Record of academic and/or professional success

Candidates for the Associate Partner roles will additionally have one or more of the following:

The Associate Partner Fast Track is available to candidates with one of the following:

1. A successful business ownership background
2. Demonstratable direct sales success, preferable in Life Insurance and/or Finacial Services
3. A Masters of Business Administration (MBA)

Associate Partners will begin as Financial Advisor in order to learn the products, systems and culture of New York Life while additionally performing the following:

• Facilitating Groups
• Coaching
• Developing, Empowering and Influencing Others
• Providing Motivational Support
• Can lead one on one Development Conversations with Partners

Please note: both roles require FINRA licensed (upon bring hired) and/or FINRA Associated Person pre-hire fingerprinting.

What You'll Do:

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations. This position will support either the downtown Manhattan or Nassau County General Office.

Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

• Drive, monitor and support New Org Agent retention and production efforts.
• Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
• Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
• Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
• Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings.
• Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
• Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
• Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
• Effective with technology to enable training and support in virtual environment.