Job Description
Job Description
Fast Track to Management – Financial Services — Fortune 100 Company (Northern California)
Are you a natural leader with experience in management, sales, or business ownership?
Can you answer "yes" to one of these questions?
- Do you have management or sales experience in another industry?
- Have you run a company for yourself?
- Do you hold a Bachelor's, MBA, or advanced degree?
New York Life’s Fast Track to Management Program is built for motivated professionals who want to make a lasting impact — and grow into leadership with one of the most respected financial companies in the world.
Additional Qualifications :
Strong communication, leadership, and coaching skills.Commitment to ongoing professional growth.Must reside in Northern California and meet licensing requirements (training provided).What We Offer
Comprehensive, paid training in financial services, leadership, and team development.Access to top-notch tools, resources, and marketing support.Compensation structure designed for growth :During your first year as a Financial Professional, income is primarily commission-based , with training allowances available.Upon promotion to Associate Partner (management) , you’ll receive a base salary typically ranging from $75,000–$150,000 , plus bonuses and additional compensation tied to your team’s performance, recruiting, and development success. Your base salary is only one part of your total compensation. Your total compensation will be higher based on your unit's production and office production.Field managers’ total income potential grows significantly based on performance — New York Life rewards success with bonuses, incentives, and recognition programs.Full benefits package including medical, dental, vision, life insurance, long-term disability, pension, and 401(k).Hybrid or remote flexibility and clear advancement opportunities with a Fortune 100 company.Tuition reimbursement should you choose to pursue a professional designation, such as ChFC, WMCP, CFP, or CLUThis is an opportunity with unlimited income potential, and we are looking for a few select candidates. This position can lead to opportunities in other states. There are offices all across the country, and you may be eligible to lead teams in other states, work in our zone or home office, and be recognized and rewarded financially based on your team's growth.
We’re proud to be recognized for our financial strength , award-winning training programs , and commitment to diversity and inclusion .
Compensation :
$150,000+ at plan commission
Responsibilities : What You’ll Do
Begin as a Financial Professional to learn client relationship building, business development, and financial guidance.Help clients with retirement planning, investments, and protection strategies.Complete required licensing and paid training for insurance and FINRA registrations.After your first year, move into a six-month management training program.Recruit, mentor, and develop a team of financial professionals.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.About Company
About New York Life Insurance & Investments
For over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company , we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.
Our mission is simple : to provide financial security and peace of mind through trusted guidance, innovative solutions, and long-term strength.
We’re proud of our values : integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.