Accelerate-management-path Financial Professional - West Covina, United States - New York Life Covina Valley General Office

Mark Lane

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Mark Lane

beBee recruiter


Description

Hybrid at San Dimas, CA

Accelerate-Management-Path Financial Professional


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 recruit and coach others to succeed.

You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.


What we're looking for:


We're looking for motivated people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.


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 complete training, access to digital tools, and a comprehensive product suite.
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Product Solutions - You will learn about our robust products and services that can help clients 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, 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.
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Your transition to a Field Manager role - After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.[1] 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.
- [1] Specific production and licensing requirements must be met before transitioning to field management. Please ask your New York Life recruiter for details._
- _New York Life ranks 72 on the prestigious Fortune 500 list for 2022 based on revenue of the prior year


Source:
Fortune magazine May 2022_
- ** New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policy owners who purchase its participating products. These policy owners share certain membership rights, such as voting in the board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights._


Compensation:

$120,000 - $150,000


Responsibilities:


  • Marketing to potential clients and discover clients' financial needs.
  • Build, improve, and maintain relationships with current and prospective clients.
  • Offer clients professional guidance, and develop financial strategies to achieve their financial goals.
  • Educate and inform clients about the company's products and services.
  • Complete required licenses and training program.
  • Leading and coaching team members to a successful career.

Qualifications:


Requirements - Satisfy 1 of the following:

  • Minimum 3 years of managerial experience in other financial companies.
  • Minimum 2 years of business owner experience.
  • MBA or other equivalent degree.

Preferences:


  • Life & Health Insurance License Preferred.
  • SIE, Series 6 or 7, and 63 Preferred.

About Company
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.

Financial Strength (As of 10/18/2022)

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

  • Training Magazine's APEX Award for 2022: Top Companies for Learning and Development.
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 an Equal Opportunity Employer
  • M/F/Veteran/Disability/Sexual Orientation.

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