Management Leadership
New York Life/NYLIFE Securities, LLC
San Francisco, CA US
Posted ago
New York Life/NYLIFE Securities, LLC

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow in a financial professional career. We’ll train you in valuable skills, such as marketing, business development, recruiting and customer relationship management, and provide you with the tools you need to further your career.

What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses – motivated people who can answer yes to one of the following questions:


  • Do you have sales or managerial experience in another industry?
  • Have you previously run your own business?
  • Do you have an MBA or other advanced degree?

In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements* before transitioning into a management role.

You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to coach others to success.

How we will compensate you

New York Life will value and reward your hard work and success. You’ll have significant income potential, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 586 recruiters in 2021 was $270,890.

Additional benefits include medical, dental, vision, a 401(k), and pension.

Awards & Accolades

We’re proud of our financial strength.


  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

We’re proud of our positions in the industry.


  • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
  • Training Magazine’s Training Top 100 for 2021

We’re proud to be recognized by organizations that also value diversity.


  • Latino Leaders: 2022 Best Companies for Latinos to Work
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity

We’re proud of the help we’ve provided and continue to provide our clients.


  • 5.5 million lives PROTECTED. Includes all owners of individual life insurance and annuity policies.
  • $4.9 Billion in living benefits AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
  • $938 million lifetime annuity PAID. Includes all payouts on individual income annuity products.
  • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Responsibilities

What We Offer

Your First Year

You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with award-winning training, access to digital tools and a comprehensive product suite.

Training and Resources

You will gain an appreciation of the rich training we provide our financial professionals to help you understand the strength & value of New York Life firsthand. Beyond this training and support, New York Life will equip you with the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Product Solutions

You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a Registered Representative before you can offer investment products.

Qualifications

* Specific production and licensing requirements must be met before transitioning to field management. Please ask your New York Life recruiter for details.

Your Transition to a Field Manager Role

After meeting specific requirements for the first 12 months as a financial professional*, you’ll be equipped and empowered with a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

Compensation
$180,000 - $220,000 yearly
About New York Life/NYLIFE Securities, LLC

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.

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