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

Management Fast-Track/ Partner

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.

Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

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

Mission Statement and Values:

Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

That’s why New York Life is The Company You Keep.


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • Desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


  • Organized, detail-oriented, and excellent time management skills
  • Strong sales, leadership, and communication skills
  • Ability to work in a team-based environment
  • College Degree preferred
  • Sales experience preferred
  • Highly self-motivated and self-disciplined
  • Relationship building and networking abilities

$40,000 - $60,000 yearly
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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