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Financial Services Manager

2 months ago

Richmond, Virginia, United States NY LIFE Full time
About the Role:
Our goal is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with policyholders, business associates, and each other. With a foundation of confidence and humility, we are committed to serving as responsible stewards for the long term.

Opportunity Overview:
If you are a driven individual with leadership aspirations looking to elevate your financial career, we present an opportunity within our general office. New York Life Insurance Company is actively seeking managers for its Fast Track Partner Program. This initiative allows participants to begin as financial professionals, gaining invaluable field experience. Successful completion of the program can lead to a transition into management as an associate partner.

Training and Development:
New York Life provides a comprehensive three-year training program, marketing support, and technical assistance. Our initiatives enable you to collaborate with accomplished agents and managers who will guide you in building a client base. We offer the resources and ongoing support expected from a Fortune 100 company.

About New York Life:
New York Life stands as one of the most reputable financial institutions globally, holding the highest financial strength ratings from the leading rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution. Recognized as one of the "World's Most Admired Companies" by Fortune Magazine, we take pride in our legacy.

Compensation:

$150,000 - $225,000 annually

Key Responsibilities:
  • Recruit, hire, and develop your team of financial professionals as an associate partner.
  • Present tailored solutions utilizing a wide range of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
  • Enhance your managerial skills through participation in our intensive six-month Associate Partner Training Program.
  • Fulfill program requirements to join the management team as an associate partner.
  • Create a personalized, long-term strategy while assisting clients in identifying and achieving their financial objectives.
Qualifications:
  • Familiarity with cultural markets is advantageous.
  • Proven knowledge and experience in the insurance or financial services sector.
  • Sales experience is essential.
  • Aiming for a fulfilling and challenging career as a goal-oriented, highly motivated financial professional.
  • Fluency in Spanish, Portuguese, or other languages is a plus.
  • Must possess or be able to obtain life, health, series 6, series 63, or series 7 licenses within one year.
  • Must currently be within the position's compensation range.
About the Company:
As a mutual company without external investors, New York Life is uniquely positioned to align with our clients' interests and priorities. With over 170 years of success in the industry, we are committed to building a robust financial future for both our clients and ourselves. Our accolades include:
  • #73 on Fortune 100 in 2020
  • A leading company with numerous agents qualifying for MDRT year after year.
  • Highest possible financial strength ratings from Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA).

Agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.