Job Description

Job Description

Job Description

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will
invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as
marketing, business development, and customer relationship management, and provide you with the tools you need to further
your career. Then we’ll train you and provide you with access to the tools you need for a career in management.
What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small
businesses—motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?

If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program,
= you’ll start off as a financial professional,* learning how to sell our products, building client relationships, and meeting specific
requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program
designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach
others to success.

What we offer
Phase 1: Firsthand experience as a financial professional
You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a
comprehensive product suite.

Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York
Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day,
including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will
help you attract and retain your clients with web, social, and email content.

Product Solutions
You will learn about our robust products and services that can help clients achieve their financial goals. Together with
its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance,
annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our
broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold
securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can
offer investment products.

Phase 2: Your transition to Associate Partner
After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month
Associate Partner training program.1

We’ll help you to lead and build your team of financial professionals. Throughout your
career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of
management.

How we will compensate you
When you begin with New York Life as a financial professional,2 your income will be commission-based. For more information
about commission-based income and benefits for financial professionals, please follow this link:
careers/financial- professionals/income -and-benefits.

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an
Associate Partner is $60,000–$150,000 (the minimum salary in California is $68,640.00; the minimum salary in Washington
is $77,968.80; the minimum salary in New York City, Nassau, Suffolk, and Westchester counties is $64,350.00; the minimum
salary in the rest of New York State is $60,405.80), plus you will be eligible for certain bonuses and other incentives based on the
performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”).
R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-
term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our
field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of
financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000.

About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping
generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only
to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare
for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud to be recognized by the following organizations.
• Fortune 2024: World’s Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America’s Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide our clients
• 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
• $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends
paid. Dividends are not guaranteed.)
• $983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

Company Description

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.

1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.

2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking: -most-admired-companies/ To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.

4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity

SMRU 1822201 7/1/20

Company Description

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.\r\n\r\n\r\n\r\n*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.\r\n\r\n\r\n\r\n1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.\r\n\r\n2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019\r\n\r\n3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.\r\n\r\n4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity\r\n\r\n\r\n\r\nSMRU 1822201 7/1/20

Job Tags

Similar Jobs