Accelerated Path to Management - Financial Advisor

New York Life Accelerated Path to Management Program

Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability?

The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.*

You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities.

As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development.

What We Offer

New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader:

• Industry-leading training in business development, marketing, and relationship management

• Ongoing mentorship and professional development

• Hands-on experience building and growing a business

• A defined path into leadership and management

• The opportunity to lead, coach, and develop future financial professionals

What We Are Looking For

We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have:

• Sales or management experience in another industry

• Experience running a business or leading a team

• An MBA or other equivalent degree

• Strong relationship-building and communication skills

• An entrepreneurial mindset and leadership potential

If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you.

How It Works

Phase 1: Build Experience as a Financial Professional

In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions.

Training & Resources

You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels.

Products & Solutions

Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds.

Phase 2: Transition to Associate Partner

After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development.

As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow.

Compensation & Benefits

When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link:

If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00).

In addition to your base salary, 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 are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does 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.4

Take the Next Step

If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation.

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 the long-term success of our clients.

We’re proud to be recognized by the following organizations: 5

• Fortune (2026): World’s Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients 6 include:

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded (dividends not guaranteed)
• $1.2 trillion in life insurance protection in force 7
• #1 largest mutual insurer in the U.S.8

*The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details.

²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change.

3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.

4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason.

5A full list of awards is available at:

6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025.

7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation.

8Based on revenue as reported by Fortune magazine June/July 2025.

(New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity)

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

SMRU 8965468 (Exp.4.30/2027)

Jesus Vega

Partner @ New York Life

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