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Financial Services Professional (management fast track- MBA required)

Pasadena, CA Full time Posted 23d ago

Job Description

Program Overview

We are seeking individuals with a strong leadership mindset to join our Fast Track Management Program. This pathway is designed to accelerate your climb into management, with the possibility of advancement within about 12 months. As a financial professional, you’ll assist clients in creating long-term financial plans using a broad range of products and services, including life insurance, fixed and variable annuities, and mutual funds.

Fast Track Path and Responsibilities

Begin as a financial professional to gain practical, hands-on experience. Once program requirements are met, you can transition into management as an Associate Partner. In this capacity, you’ll recruit and develop your own team of financial professionals. You’ll also participate in the six-month Associate Partner Training Program, which is designed to prepare you for managerial success.

Location

Pasadena, CA

Eligibility Requirements

  • MBA completed within the previous 24 months, or prior management or business owner experience

Preferred Skills

  • Life and Health License
  • FINRA registrations; Series 6 or 7 and Series 63
  • Previous sales experience

Benefits and Training Resources

New York Life offers extensive training and a competitive compensation package, along with strong support from our General Office and Corporate Office to help managers positively impact their agents and communities. Our resources include:

  • NYLIC University training program, with tuition reimbursement for select advanced professional designation courses
  • Three specialized teams providing advanced markets support:
    • Advanced Planning Group
    • Eagle Strategies for qualifying agents who are Registered Representatives
    • The Nautilus Group for qualifying agents who pay a monthly subscription
  • A team of experienced product consultants to support client acquisition needs

About New York Life

We are among the strongest and most respected financial services firms in America, regularly ranking on the Fortune 100. We hold the highest financial strength ratings currently awarded to a life insurer by the major rating agencies: Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). NYLIFE Securities LLC and Eagle Strategies LLC are affiliated with New York Life. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Reference: 1827559 Exp 07/01/2020

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