Career Advancement Opportunity in Financial Services
4 days ago
Job Overview:
New York Life, a Fortune 100 company, offers a rewarding career opportunity for goal-oriented individuals seeking leadership roles in financial services. As an associate partner, you will be responsible for managing a team of financial professionals and helping clients achieve their long-term financial goals.
Key Responsibilities:
- Select, hire, and grow your financial professionals team as an associate partner
- 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
- Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs
- Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions
- Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager
- Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
- Develop relationships with centers of influence
- Network within your community, build relationships
- Understand the needs and financial concerns of clients
- Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivate relationships, with a view to helping every family member or individual pursue financial security
- Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Requirements:
- Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional
- Cultural markets knowledge preferred but not required
- MBA degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for an MBA degree
- Management experience preferred
- Sales and Business Development background is strongly preferred
- Must possess uncompromising integrity
- Growth mindset, this is a lifelong learning position
- An enterprising spirit and desire to control career
- Strong ability to engage your community and leverage personal networks and contacts
- Coachable and willing to learn is a must
- Valid FINRA Series 6 or7 & 63/66 preferred but not required
- Valid Life and Health Insurance License preferred but not required
- Track record of career growth and leadership
About New York Life:
New York Life is a leader in the financial services industry, offering a range of insurance and investment solutions to help clients achieve their financial goals. 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 objectives.
We are committed to providing our clients with exceptional service and support, and we are looking for talented individuals to join our team as associate partners. If you are a motivated and experienced financial professional seeking a new challenge, we encourage you to apply for this exciting opportunity.
Compensation:
The salary for this role is $95,000 + income with commission at plan. We offer a comprehensive compensation package, including benefits and incentives that reflect our commitment to supporting our employees' success.
Location:
This role is based in Washington DC - Virginia, where you will work closely with our team to deliver exceptional results and support our clients' financial goals.
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