A Financial Services Manager manages an organization's financial or insurance services. Supervises other financial services professionals. Coordinates with sales and marketing on financial services placement to customers.
Roseville, CA Job Details Full-time $100,000 - $150,000 a year 1 day ago Benefits Paid training Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Pension plan Leadership training provided Vision insurance 401(k) matching Employee discount Flexible schedule Life insurance Referral program
Qualifications Management Sales Full Job Description Job Overview Work Location:
Hybrid Roseville, CA Ready to fast-track your leadership career in financial services? At New York Life , we invest in top talent from day one — training you in sales , business development , recruiting , and team leadership so you can build a rewarding management career with long-term impact.
Ideal Candidate Background:
Experience in sales , entrepreneurship , or business ownership Background in team leadership , coaching, management, or military leadership MBA or advanced degree preferred, but not required A desire to build a long-term leadership career in financial services
What You'll Do:
Begin as a Financial Professional , learning to: Develop and maintain client relationships Deliver personalized financial solutions (insurance, retirement, investment strategies) Use CRM tools (e.g., Salesforce) to manage pipeline and client data Generate leads through prospecting , networking , and warm outreach Meet key milestones in licensing and production within your first 12 months• Transition into our Associate Partner Training Program — a 6-month intensive training program to prepare you for leadership Recruit, train, and manage your own team of
Financial Professionals Key Skills:
Sales and prospecting Prospecting / lead generation Client relationship management Financial advising or planning (preferred) CRM proficiency (Salesforce or similar) Coaching and team development Recruiting and talent assessment Strong verbal communication and presentation
What We Offer:
Award-Winning Training:
Hands-on mentorship and structured development from day one Access to our best-in-class sales and leadership training programs
Career Growth Path:
Fast-track to a leadership role with promotion opportunities Transition from individual contributor to manager in 12 months or less
Compensation and Benefits:
$100,000-$150,000+ per year , with high earning potential as you grow Bonus opportunities and commission structure Full benefits package including: 401(k) with matching Pension plan Medical, dental, vision, HSA/FSA Paid time off and training Life insurance and more This Role Is for
You If You:
Have a strong interest in building a long-term career in leadership and financial services Are self-motivated, coachable, and performance-driven Have a history of success in sales, entrepreneurship, or team leadership Are comfortable with a performance-based compensation model Want to grow into a role where you lead and develop others
About New York Life:
New York Life is a Fortune 100 mutual company , helping families and businesses achieve financial security for 180 years. We're proud to invest in people and leadership — not just policies.
Job Type:
Full-time Pay:
$100,000.00 - $150,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Paid training Referral program Retirement plan Vision insurance
Compensation Package:
Bonus opportunities Commission pay
Schedule:
Monday to
Friday Work Location:
Hybrid Roseville, CA Judi Gordon Partner New York Life Northern California General Office Phone:
(916) 559-9911
Email:
Pay:
$100,000.00 - $150,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Vision insurance
