Financial Services - Sales Management
New York Life & NYLIFE Securities
Portland, ME US
Posted ago
New York Life & NYLIFE Securities

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 with 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.

Our nationwide organization consists of industry experts in financial, estate, business, insurance and succession planning. We are currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our Maine General Office. In the Fast Track Management Program, you’ll start as an agent, financial services professional or financial adviser to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. 

In the Associate Partner role, you’ll be responsible for recruiting, selecting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success in management.

At New York Life and NYLIFE Securities, we take your training seriously. We offer state-of-the-art marketing systems and technology. Our extensive three-year curriculum, through NYLIC University, is accredited by the American College and Harvard Business School. Local management, coaches and full-time trainers create a culture of mentorship and shared success, helping upwardly mobile professionals quickly reach the next level in a financial services and wealth management career. 

Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser - Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC)

Equal Opportunity Employer M/F/V/D/Sexual Orientation/Gender Idendity 

Responsibilities

  • FINRA Series 24 Financial Principals supervise hiring, licensing, training, development, and compliance
  • Training agents to demystify financial topics, and assemble uncommon financial strategies
  • Assisting agents in client meetings deliver tax-efficient solutions, lean financial organization, insurance optimization, tax avoidance, and estate conservation strategies
  • Track and document the development and progression of agents though NYLIC University

Qualifications

  • Coachable and willing to work in a teaming culture of mentorship and shared success
  • Highly motivated, entrepreneurial and desires a high income based on office and team performance
  • MBA within the past 3 years and/or sales management experience
  • Insurance or financial services sales management may qualify for direct appointment into a Partner or management role
  • FINRA Series 6, 7, 63, 65, 66, 24 preferred
  • Equal Opportunity Employer M/F/V/D/Sexual Orientation/Gender Idendity 

Compensation
$60,000- $110,000
About New York Life & NYLIFE Securities

New York Life is among the strongest and respected financial companies, consistently appearing on the Fortune 100 list. Founded in 1845, we have earned the highest ratings from each of the four major rating companies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 67 consecutive years, we led the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for sales performance in the financial services industry.

New York Life is recognized as: 

  • #1 in 2021 Fortune World’s Most Admired Companies for Insurance Fortune Magazine 
  •  #1 in Best Annuity Provider Category – JD Power Award 2020 
  • Top Companies for Learning and Development – Training Magazine 2021
  • America’s Best Employers for Diversity – Forbes 2019

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