Financial Services Manager

2 weeks ago


Richmond, Virginia, United States NY LIFE Full time
Company Overview:

New York Life is a prominent mutual insurance company, committed to aligning with our clients' interests and objectives. With a legacy spanning over 170 years, we pride ourselves on our industry achievements and our dedication to fostering financial security.


Position Summary:

We are seeking a leadership-driven individual to elevate their financial career within our organization. This role is part of our Fast Track Partner Program, designed for aspiring managers who will initially work as financial professionals, gaining invaluable field experience. Successful completion of the program can lead to a management position as an associate partner.


Training and Development:

New York Life provides a robust three-year training curriculum, comprehensive marketing support, and technical assistance. Participants will have the opportunity to collaborate with seasoned agents and managers, enhancing their ability to build a clientele effectively.


Compensation:

$150,000 - $225,000 annually


Key Responsibilities:
  • Recruit, hire, and develop a team of financial professionals as an associate partner.
  • Present tailored financial solutions utilizing a diverse range of products, including life insurance, annuities, and mutual funds.
  • Enhance managerial skills through participation in our intensive Associate Partner Training Program.
  • Fulfill program requirements to transition into a management role.
  • Craft personalized strategies to assist clients in achieving their financial aspirations.

Qualifications:
  • Familiarity with cultural markets is advantageous.
  • Prior experience in the insurance or financial services sector is essential.
  • Sales experience is required.
  • A goal-oriented and motivated approach to financial services is sought.
  • Fluency in Spanish, Portuguese, or other languages is a plus.
  • Must possess or be able to obtain relevant licenses within one year.
  • Must meet current compensation range criteria.

About New York Life:

As a mutual company, we prioritize our clients' needs above all. Our accolades include:

  • A commitment to building a secure financial future for clients.
  • Ranked #73 on the Fortune 100 list.
  • A strong record of agents qualifying for the Million Dollar Round Table.
  • Top-tier financial strength ratings from leading agencies.

New York Life Insurance Company is an equal opportunity employer, welcoming diversity in all forms.



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