• Mentor your team, evaluate their sales performance, and help them improve
• Manage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success
• Build and foster strong customer relationships and handle complaints to ensure their needs are met and keep their business
• Continue company growth by identifying new sales opportunities, emerging markets, and lead generation programs
• Create sales reports and present to the team that outline sales efforts including progress and sales volume to better determine future goals

• Hire and lead your own group of financial professionals while serving as an associate partner
• Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
• Complete the program requirements and join the management team as an associate partner
• Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
• Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs

• Proven track record of sales success
• Excellent leadership skills, analytical skills, and communication skills
• 3-5 years of experience in sales management as a sales executive or in a leadership role in the sales department
• Bachelor’s degree in business or related field

Partner Requirements:

• Experience in the Financial Services industry
• Sales experience
• Sales team recruiting and management experience
• College Degree

Preferred but Not Required:

• Life and Health License (the study material is supplied, and you will be reimbursed for the exam upon passing)
• Life Insurance industry experience
• Business ownership or proven entrepreneurship
• Knowledge of cultural markets
• Bilingual

Do you...

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

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.