Accelerated Path To Management

Job Description

Job Description

I’m looking for sharp, sales- and marketing-minded people to help me expand our footprint in the Greenville, SC area and to help the community become more financially literate. This is a position that requires no prior financial experience, as an extensive training program is provided at no cost by New York Life. Candidates should be self-motivated/self-starting individuals with strong organizational skills and a goal-oriented mindset.

Initially commission-based with bonuses, stipend, training allowance, residuals, and more in a W-2 position. Full Benefits package with a 401(k) with a match and a PENSION. In 2024, the average income of our Financial Professionals who met annual minimum sales production requirements was $120,555.

Once you transition to a Partner/Manager role, your base salary ranges from $60,000 to $150,000, depending on production. The average income among our Partners at all levels was $285,000 in 2024.

• You must have either sales experience, an MBA, be a former or current business owner, or have management experience to qualify for our Fast Track to Management program.

• This program will have you in a management position in 12 months or less if you meet the qualifications.

• New York Life Insurance Company

• Greenville, SC General Office

• Must be able to commute to Greenville, SC

New York Life Accelerated Path to Management Program

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 career?

• 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 requirements 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. 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, your income will be commission-based. 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, 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, and a 401(k) savings plan.

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.

$60,000 - $150,000

• Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
• Hire and lead your own group of financial professionals while serving as an associate partner
• Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position
• Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions
• Become an associate partner on the management team after successfully completing all program requirements

• Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation
• Sales experience necessary

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 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 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