New York Life – Finger Lakes General Office
209 High Point Drive, Victor, NY 14564
Hybrid Work | Full-Time
Compensation
$120K - $200K per year (performance-based compensation including commissions and bonuses)
Program Overview
New York Life’s Client Development & Leadership Track is a structured development program designed to build careers in financial services, sales, and future leadership roles.
This role begins in a client-facing position focused on building relationships, developing financial knowledge, and supporting clients with insurance and financial solutions. Training is provided in product knowledge, sales practices, compliance, and business development.
Advancement into leadership or management roles is based on performance, licensing completion, and achievement of defined business milestones.
Responsibilities
- Build and maintain client relationships through networking and referrals
- Present financial products and solutions based on client needs
- Support clients with ongoing service and account relationship management
- Participate in structured training, coaching, and licensing programs
- Meet activity and performance expectations
- Maintain compliance with company and industry regulations
Career Path
Phase 1: Client Development
- Client-facing role focused on sales and relationship building
- Structured training in financial products and business development
- Licensing preparation and professional development
Phase 2: Leadership Development (based on performance)
- Advanced training focused on leadership and team development
- Opportunity to support and mentor other financial professionals
- Preparation for potential management responsibilities
Qualifications
- 1–5 years of professional experience preferred (sales, customer service, hospitality, retail, or business)
- Strong communication and interpersonal skills
- Self-motivated and comfortable in a performance-based environment
- Willingness to obtain required financial licenses
Preferred (not required):
- Bachelor’s degree
- Prior experience in sales or financial services
- Interest in leadership and long-term career growth
Compensation & Benefits
- Performance-based compensation (commissions and bonuses)
- Structured training and mentorship program
- Licensing support
- Health, dental, and vision insurance
- 401(k) retirement plan (eligibility-based)
- Pension
- Flexible hybrid work schedule
- Career advancement opportunities based on performance
About New York Life
New York Life is a Fortune 100 financial services company with over 175 years of experience helping individuals, families, and businesses achieve financial security through insurance and financial solutions.
Job Type
Full-time
Location
Hybrid – Victor, NY 14564
Job Type: Full-time
Pay: $120,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Application Question(s):
- Do you have experience in sales, customer service, or client-facing roles?
- Are you willing to obtain required financial licenses
Work Location: Hybrid remote in Victor, NY 14564
