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Fast Track Management

Fast Track Management

New York Life - AnaheimAnaheim, CA, US
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Job Description

Job Description

  • Starting Role : You begin as a Financial Professional , gaining practical, hands-on experience in client relationships, product knowledge, and business development.
  • Transition to Management : After meeting certain performance benchmarks—typically within 6 to 12 months , and sometimes up to 18 months —you become eligible for promotion to Associate Partner , marking your entry into management.

Compensation :

$95,000 - $150,000 yearly

Responsibilities :

  • Start as a Financial Professional to build a solid foundation in the industry
  • Learn New York Life’s proven systems for client service, prospecting, and practice building
  • Receive one-on-one mentorship from experienced Partners (like myself)
  • Recruit, train, and lead your own team of advisors as you move into management

    • Qualifications :

    Eligible Candidates :

  • Completed an MBA within the last 24 months , or
  • Have prior management or business-owner experience

    • Preferred (but not required) :

  • Life & Health Insurance License
  • FINRA securities registrations (e.g., Series 6 or 7, Series 63)

    • About Company

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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 of clients.

  • Human Rights Campaign : 2022 Corporate Equality Index, Forbes.
  • 2022 : America’s Best Employers for Diversity.
  • Latino Leaders 2022 Best Companies for Latinos to Work For.
  • We’re proud of the help we’ve provided and continue to provide to clients.
  • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
  • Includes term, whole, and universal life.
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    Fast Track Management • Anaheim, CA, US