Financial Professional/Fast Track to Management

Overview

New York Life is seeking ambitious and motivated individuals for our Fast Track to Management program, a path designed to accelerate the careers of high-performing financial professionals into leadership roles. This opportunity is well-suited for professionals with an entrepreneurial mindset, leadership potential, and a drive to help individuals, families, and businesses secure their financial futures.

Key Responsibilities

• Establish and nurture long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
• Perform comprehensive financial needs analyses and develop customized solutions aligned with client goals.
• Expand the client base through networking, referrals, and community involvement.
• Continually enhance knowledge of financial products and market trends.
• Mentor and guide junior financial professionals as part of the management track.
• Meet sales goals and performance metrics required for consideration on the management track.
• Participate in professional development and leadership training initiatives.

Qualifications and Requirements

• Bachelor’s degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
• Proven success in sales, finance, management, or related fields.
• Strong interpersonal and communication skills.
• Goal-oriented with the ability to excel in a performance-based environment.
• Prior leadership experience or clear leadership potential.
• Life and Health Insurance licenses (or willingness to obtain).
• Series 6/7 and 63/66 FINRA registrations (or willingness to obtain).

Ideal Candidate Attributes

• Entrepreneurial mindset with the drive to build a business and a team.
• Self-disciplined and organized with a strong work ethic.
• Passion for leadership, mentorship, and personal development.
• Integrity and commitment to delivering exceptional client service.
• Bilingual candidates are encouraged to apply.

Fast Track to Management

Eligible candidates who reach performance benchmarks early may enter the Fast Track to Management, which includes:

• A structured path to a management role within 24 months
• Access to leadership development training and resources
• Opportunity to recruit, train, and lead a team of financial professionals

Compensation and Benefits

Compensation combines a competitive base salary with commission-based earnings.

• Medical, dental, and vision benefits
• 401(k) and 401(k) matching
• Pension plan
• Expense allowances
• Professional development support

Job Type: Full-time

Salary: $100,000.00 - $250,000.00 per year

Location and Work Arrangement

Location: Horsham, PA 19044

Work location: In person

Additional Information

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity