Fast Track to Management – Financial Services Leadership Opportunity
Location: Andover, Massachusetts
Company: New York Life Insurance Company
About the Opportunity
Are you a driven business professional with leadership experience, a background in financial services, or an entrepreneurial mindset? New York Life is seeking ambitious individuals to join our Fast Track to Management program, a unique opportunity designed for business owners, managers, and experienced professionals looking to transition into a leadership role within the financial services industry.
If you have a passion for coaching, team development, and financial strategy, this program will provide you with the tools, training, and resources to fast-track into a management position within 12 to 24 months.
What is Fast Track to Management?
The Fast Track program is designed for experienced professionals who are looking to build a thriving business within New York Life while advancing into a management role. During your first year, you will develop a strong foundation as a licensed financial professional, working with clients to help them reach their financial goals. After successfully demonstrating leadership and business acumen, you will be eligible for promotion to Partner, where you will recruit, mentor, and lead your own team of financial professionals.
Who We’re Looking For:
Candidates must meet one of the following qualifications:
✅ Business owners looking for a structured leadership path
✅ Experienced professionals with management, sales, insurance, or financial industry experience
✅ Individuals with a Bachelor's or Master’s degree in Finance, Business Administration, Accounting, Economics, or a related field
✅ Entrepreneurs who excel at team-building and leadership
✅ Strong communicators with the ability to coach and mentor others
Key Responsibilities:
- Build and manage a book of business while working with clients on long-term financial strategies
- Develop expertise in financial solutions, including life insurance, investments, and retirement planning
- Recruit, train, and lead a team of financial professionals as you transition into management
- Serve as a mentor and business coach, fostering a culture of growth and success
- Maintain compliance with industry regulations and company policies
Why Choose New York Life?
At New York Life, your success is our priority. We offer unparalleled training, mentorship, and growth opportunities, including:
✅ Leadership Training: Fast Track candidates receive specialized management training and mentorship
✅ Compensation & Benefits:
Compensation Structure
- Phase 1: Financial Advisor (Commission-Based + Incentives)
- Starts as a performance-based role with commission & incentives
- Access to bonuses, training support, and advancement opportunities
- Phase 2: Management Role (Salary-Based Position)
- Upon meeting training requirements and performance benchmarks, you transition into a full-time salaried management position
This structure allows you to develop business skills while earning commission upfront and transition into a stable salary-based leadership role.
✅ Career Advancement: Eligible for promotion to Partner within 12-24 months
✅ Industry-Leading Resources: Access to Advanced Planning Group, Eagle Strategies, and other specialized teams
✅ Retirement Benefits: 401(k) and a defined benefit pension plan
Education & Experience:
- Bachelor's or Master’s degree in Finance, Business Administration, Economics, Accounting, or a related field preferred
- Management experience in sales, business operations, or financial services is a plus
- Entrepreneurial mindset and ability to lead a team
About New York Life
New York Life is a Fortune 100 company with over 175 years of financial strength and industry leadership. Ranked among the top financial services firms, we provide our clients with personalized solutions that secure their financial future. We have been recognized for excellence in training, leadership development, and career growth opportunities.
Take the Next Step in Your Career!
If you're ready to transition into a leadership role with unlimited potential, apply today to join New York Life’s Fast Track to Management program and start building your future with us.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
Job Type: Full-time
Pay: $110,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Retirement plan
- Vision insurance
Application Question(s):
- Before we move forward, I want to clarify that New York Life is unable to hire candidates on OPT, F-1, CPT, H-1B, or any other visa status, as this role requires permanent residency or U.S. citizenship with no sponsorship of any kind.
Can you confirm that you are either a U.S. citizen or a permanent resident (green card holder)?
Work Location: Hybrid remote in Andover, MA 01810
