A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
Financial Services Representative/Fast Track Management New York Life - 3.6 Maitland, FL Job Details Full-time | Contract $107,000 - $125,000 a year 2 days ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Vision insurance 401(k) matching Opportunities for advancement Flexible schedule Qualifications Financial sales Bachelor's degree Business management Insurance sales
Master of Business Administration Full Job Description About New York Life:
New York Life is a Fortune 100 company and one of the most respected financial services firms in the industry. We are dedicated to helping individuals, families, and businesses achieve financial security through a range of insurance and investment solutions.
Job Overview:
We are seeking motivated individuals with an entrepreneurial mindset to join our Fast Track Management Program . This opportunity is ideal for professionals looking to build a career as a Financial Advisor while having a clear path to management within 12-24 months. You will start as a Financial Advisor, providing customized financial solutions to clients. Once program requirements are met, you can transition into a management role as an Associate Partner , where you'll recruit, mentor, and lead a team of financial professionals.
Key Responsibilities:
Phase 1: Financial Advisor Build and manage client relationships by providing financial strategies, including life insurance, annuities, and investment solutions. Identify client needs through consultations and develop personalized financial plans. Grow a network of clients through referrals, community engagement, and proactive outreach. Stay informed on industry trends, policy updates, and best practices. Phase 2: Fast Track to Management Recruit, train, and develop a team of financial professionals. Provide coaching and mentorship to help team members succeed. Lead business growth through strategic planning and client engagement. Participate in the Associate Partner Training Program , a six-month leadership development program.
Qualifications:
Required:
Bachelor's degree OR prior experience in sales, management, or business ownership.
Preferred:
MBA (completed within the last 24 months). Ability to obtain required industry licenses (Life & Health Insurance, Series 6/7, and Series 63/65). Strong leadership, communication, and relationship-building skills.
Compensation & Benefits:
Earning Potential:
$107,000 - $125,000+ (performance-based incentives). 401(k) with matching contributions. Health, dental, and vision insurance. Flexible schedule and career advancement opportunities. Training and support through NYLIC University , with tuition reimbursement for professional designations.
