Financial Professional/Fast Track to Management

New York Life is seeking ambitious and motivated individuals for our Fast Track to Management program , designed to accelerate the careers of high-performing financial professionals into leadership roles. This opportunity is ideal for professionals with a strong entrepreneurial spirit, leadership potential, and a passion for helping individuals, families, and businesses achieve financial security.

Key Responsibilities:

Build and maintain long-term relationships with clients, helping them navigate financial planning, insurance, retirement, and investment strategies. Conduct comprehensive financial needs analysis and develop customized solutions based on client goals. Grow a client base through networking, referrals, and community engagement. Continuously develop knowledge of financial products and market trends. Mentor and guide junior financial professionals (upon entering management track). Achieve sales goals and performance metrics required for management track consideration. Participate in professional development and leadership training initiatives.

Qualifications:

Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus. Demonstrated success in sales, finance, management, or related fields. Strong interpersonal and communication skills. Goal-oriented with the ability to thrive in a performance-based environment. Prior leadership experience or clear leadership potential. Life and Health Insurance licenses (or willingness to obtain). Series 6/7 and 63/66 FINRA registrations (or willingness to obtain).

Ideal Candidate Attributes:

Entrepreneurial mindset with the drive to build a business and team. Self-disciplined and organized with a strong work ethic. Passion for leadership, mentorship, and personal development. Integrity and commitment to delivering exceptional client service. Bilingual candidates encouraged to apply. Fast Track to

Management:

Qualified candidates who meet performance benchmarks early in their careers may be eligible to enter the Fast Track to Management program, which includes: A structured path to a management role within 24 months. Access to leadership development training and resources. Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits:

Competitive base pay with commission-based earnings Medical, dental, and vision benefits 401(k) and pension plan Expense allowances Professional development support New York Life is an Equal Opportunity Employer -

M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type:

Full-time Pay:

$100,000.00 - $250,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Parental leave Tuition reimbursement Vision insurance Ability to

Commute:

Horsham, PA 19044 (Required)

Work Location:

In person