Job Description

Job Description

Job Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as an associate partner. If this sounds like a fit for you, apply today!

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2 - Source: Individual Third Party Ratings Reports as of 7/30/18.

3 - 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

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

$65,000+ at plan commission + allowances

• Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
• Recruit and develop your own team of financial professionals as an Associate Partner
• Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
• Transition into management as an Associate Partner once you have achieved the program requirements
• Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs
• Develop and deliver risk management strategies for each customer based on their risk profile
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

• Cultural markets knowledge preferred but not required
• Must have financial services industry and/or insurance industry experience
• Experience working in sales is required
• Goal-oriented, highly motivated, and seeking a rewarding and challenging career
• Bilingual in Spanish, Portuguese, or another language is a plus

• Sales experience preferred with a strong desire to succeed
• Strong communication skills, both written and verbal
• Desire to help families and businesses to “Be Good at Life.”
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

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 over 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 clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2024

We’re proud the be recognized by organizations that also value diversity

• Latino Leaders: 2024 Best Companies for Latinos to Work For
• Human Rights Campaign: 2024 Corporate Equality Index
• Forbes 2024: America’s Best Employers for Diversity

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