Sales and Leadership - Fast Track to Management

Job Description

Job Description

Overview
Are you motivated, entrepreneurial, and leadership-minded? New York Life is seeking driven individuals to join our Fast Track to Management Program in Orlando Area, FL . This is your opportunity to accelerate into a management role within 12 months while building a strong foundation in financial services.

You’ll begin as a Financial Professional to gain hands-on experience and build a client base. Upon meeting performance criteria, you will transition into a management role as an Associate Partner , responsible for recruiting, training, and developing your own team of Financial Professionals.

Key Responsibilities

• Build and grow your client base by helping individuals with insurance and financial planning
• Learn and master New York Life’s suite of products: life insurance, annuities, mutual funds, and more
• Achieve sales and licensing milestones required for promotion to management
• Complete the six-month Associate Partner Training Program
• Recruit and develop new agents as an Associate Partner

Required Qualifications:

• MBA completion within the previous 24 month or
• Prior management, business ownership, or high-volume sales experience

Preferred (not required):

• Life and Health Insurance License
• FINRA registrations (SIE, Series 6 or 7)
• Sales experience (especially B2B or consultative)
• Experience working with cultural markets
• Bilingual – Spanish, Portuguese, or other languages (a strong plus)

Note: Bilingual candidates (Spanish and or Portuguese) are strongly encouraged to apply.

Ideal Candidate Traits

• Highly motivated and self-driven
• Goal-oriented with a passion for leadership
• Strong communication and interpersonal skills
• Organized, coachable, and able to work independently
• Seeking a long-term career with growth potential

What We Offer

• Accelerated path to management
• World-class training and mentorship from industry leaders
• Comprehensive benefits and retirement plans
• Opportunities for income growth, bonuses, and advancement

Apply now to take your career to the next level with New York Life’s Fast Track Management Program in Central Florida. We look forward to hearing from you!

About New York Life
As one of the most established and respected financial institutions in the United States, New York Life has been helping individuals, families, and businesses protect what matters most for over 175 years. With our strong mutual foundation and long-term view, we are dedicated to providing stability, growth, and support—both to our clients and our agents.
At New York Life, we believe in investing in our people. Whether you're an experienced agent looking for new opportunities or a licensed professional ready for advancement, we offer the tools, training, and brand strength you need to succeed.
Awards & Accolades...
We’re proud of our financial strength3
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients7
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Company Description

About New York Life\r\nAs one of the most established and respected financial institutions in the United States, New York Life has been helping individuals, families, and businesses protect what matters most for over 175 years. With our strong mutual foundation and long-term view, we are dedicated to providing stability, growth, and support—both to our clients and our agents.\r\nAt New York Life, we believe in investing in our people. Whether you're an experienced agent looking for new opportunities or a licensed professional ready for advancement, we offer the tools, training, and brand strength you need to succeed.\r\nAwards & Accolades...\r\nWe’re proud of our financial strength3\r\n• A++ Superior (A.M. Best)\r\n• AAA Exceptionally Strong (Fitch)\r\n• Aaa Exceptional (Moody’s)\r\n• AA+ Very Strong (Standard & Poor’s)\r\nWe’re proud of our positions in the industry4\r\n• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5\r\n• Training Magazine’s Training Top 100 for 20216\r\nWe’re proud to be recognized by organizations that also value diversity\r\n• Latino Leaders: 2022 Best Companies for Latinos to Work\r\n• Human Rights Campaign: 2022 Corporate Equality Index\r\n• Forbes 2022: America’s Best Employers for Diversity\r\nWe’re proud of the help we’ve provided and continue to provide our clients7\r\n• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r\n• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r\nDividends are not guaranteed)\r\n• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r\n• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)