Accelerated Path to Management

Financial Professional Opportunity In Hamilton, Montana

Our New York Life Montana General Office is seeking an Accelerated Associate Partner / Partner Program candidate to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals, and as a Fast Track candidate you can transition into a Partner role after hitting certain metrics to help develop and build a team of financial professionals.

This is a position to be licensed in Montana. If you can't live and operate within the four walls of this amazing state, please move forward to another position with New York Life. You can migrate back and forth, but you will have to have residence in Montana or Northeastern Wyoming, to be hired.

Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.

About New York Life : New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Financial Professional Responsibilities

Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person's individual financial status, income, financial goals, and other factors. Serve as a collaborative team player willing to furthering development through continued training opportunities. Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional. Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs. Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals.

Required Qualifications For Fast Track Candidates

Either : Completed Masters degree or equivalent higher education, or Executive management experience for 5 years, or Owning and running a successful business for at least 5 years, or Experience in the financial services industry while holding Life / health license.

Desired Skills & Qualifications

Coachable Self-Disciplined Values of integrity and honesty. Excellent communicator and relationship builder. Ability to work independently with a go-getter mindset. Life and health license is preferred. Willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6 / 7 and 63. Previous experience in sales, banking, financing, or other related fields is preferred.

Perks At A Glance

Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Bozeman, MT. Flexibility - Can set your own schedule as you become more established and achieve work / life balance Growth / Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.

Recent Awards And Accolades

We're proud to be named the "Best Companies for Latinos to Work for" list for 2022 by Latino Leaders. We ranked 1st in the number of Million Dollar Round "MDRT" Table Qualifiers for 68 consecutive years. We ranked 71 on the prestigious Fortune 500 list for 2023. BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION : The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.

Compensation + Benefits

New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth Opportunities Sponsorship of Licensing / Credentialing Subsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Plan for qualified individuals Group Life and Disability Income Insurance

For more information, please submit your resume and a management team member will connect with you.