Job Overview
Work Location: Hybrid Roseville, CA
Ready to fast-track your leadership career in financial services?
At New York Life, we invest in top talent from day one — training you in sales, business development, recruiting, and team leadership so you can build a rewarding management career with long-term impact.
Ideal Candidate Background:
- Experience in sales, entrepreneurship, or business ownership
- Background in team leadership, coaching, management, or military leadership
- MBA or advanced degree preferred, but not required
- A desire to build a long-term leadership career in financial services
What You’ll Do:
- Begin as a Financial Professional, learning to:
- Develop and maintain client relationships
- Deliver personalized financial solutions (insurance, retirement, investment strategies)
- Use CRM tools (e.g., Salesforce) to manage pipeline and client data
- Generate leads through prospecting, networking, and warm outreach
- Meet key milestones in licensing and production within your first 12 months*
- Transition into our Associate Partner Training Program — a 6-month intensive training program to prepare you for leadership
- Recruit, train, and manage your own team of Financial Professionals
Key Skills:
- Sales and prospecting
- Prospecting / lead generation
- Client relationship management
- Financial advising or planning (preferred)
- CRM proficiency (Salesforce or similar)
- Coaching and team development
- Recruiting and talent assessment
- Strong verbal communication and presentation
What We Offer:
Award-Winning Training:
- Hands-on mentorship and structured development from day one
- Access to our best-in-class sales and leadership training programs
Career Growth Path:
- Fast-track to a leadership role with promotion opportunities
- Transition from individual contributor to manager in 12 months or less
Compensation and Benefits:
- $100,000–$150,000+ per year, with high earning potential as you grow
- Bonus opportunities and commission structure
- Full benefits package including:
- 401(k) with matching
- Pension plan
- Medical, dental, vision, HSA/FSA
- Paid time off and training
- Life insurance and more
This Role Is for You If You:
- Have a strong interest in building a long-term career in leadership and financial services
- Are self-motivated, coachable, and performance-driven
- Have a history of success in sales, entrepreneurship, or team leadership
- Are comfortable with a performance-based compensation model
- Want to grow into a role where you lead and develop others
About New York Life:
New York Life is a Fortune 100 mutual company, helping families and businesses achieve financial security for 180 years. We’re proud to invest in people and leadership — not just policies.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
Work Location: Hybrid Roseville, CA
Judi Gordon
Partner
New York Life
Northern California General Office
Phone: (916) 559-9911
Email: [email protected]
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Experience:
- Management: 1 year (Preferred)
- Sales: 1 year (Preferred)
Ability to Commute:
- Roseville, CA 95661 (Required)
Work Location: Hybrid remote in Roseville, CA 95661
