Finance Manager
New York Life Insurance Company
Charlotte, NC US
Posted ago
New York Life Insurance Company

Management Fast-Track/ Partner Career Description: New York Life is currently seeking candidates to become part of our Management Fast-Track Program. By joining our Fast-Track Management Program, your ability to be promoted to a Partner, Senior Partner, or Managing Partner is based upon objective criteria. A Partner’s responsibilities include the successful recruitment and development of a team of Financial Advisors. Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning.


As a New York Life Financial Services Representative, you'll be offering high-quality financial products for insurance and retirement planning needs. You will also:

  • Develop and implement business and marketing plans
  • Prospect for potential clients
  • Discuss financial concerns and needs of individuals
  • Present potential solutions using our world-class suite of products and services
  • Develop your professional skills and knowledge


Management Fast-Track Requirements:

  •    Previous sales and management experience required
  •    Bachelor’s Degree required
  •    Master’s Degree preferred

Partner Requirements (can be obtained during Management Fast-Track Program):

  •    Life and Health License required
  •    Series 6 or 7 and Series 63 or 65 required
  •    Relevant sales management experience in the Financial Services industry required

About New York Life Insurance Company

Facts: New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 9, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world.

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