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Financial Services Professional – Accelerated Management & Leadership Track

New York Life -
Frisco, TX

Quick Apply

Job Details

Full-time
$60,000 - $150,000 a year
5 days ago

Benefits

Health insurance
Dental insurance
Pension plan
Vision insurance

Qualifications

Customer relationship building
Entrepreneurship

Full Job Description

Financial Services Professional – Accelerated Management & Leadership Track

North Dallas General Office | Full-Time | Hybrid
First-Year Expected Total Compensation: $60,000 – $150,000+

About New York Life

Founded over 175 years ago, New York Life is a Fortune 100 mutual company dedicated to helping individuals, families, and businesses achieve financial security and peace of mind.

As a mutual company, New York Life operates with a long-term focus centered on policyholders—not Wall Street shareholders. The company consistently holds the highest possible financial strength ratings currently awarded to any life insurer and is recognized nationally for leadership development, integrity, and long-term career opportunity.

The North Dallas General Office is one of the fastest-growing and most dynamic offices in the country, known for:

Elite talent development
Entrepreneurial leadership culture
Community involvement
Performance-driven advancement
Diverse and collaborative leadership teams

About This Role

Build a Principal-Led Practice with a Defined Path to Leadership

The North Dallas General Office is seeking select mid-to-senior-level professionals for our Accelerated Management Development Program.

This opportunity is specifically designed for:

Corporate leaders
Business owners
Military officers and veterans
Consultative sales professionals
Former collegiate or professional athletes
High-performing relationship-driven professionals

This is not a traditional entry-level sales role.

It is a structured, merit-based leadership track engineered to transition high-performing professionals into management and partner-level opportunities within 12–24 months, based on achievement of clearly defined performance milestones.

You will first build and master your own financial services practice using New York Life’s consultative client model before transitioning into recruiting, mentoring, and developing your own team of financial professionals.

What You’ll Do

Phase 1: Practice Development (Months 1–12+)

Build a sophisticated financial services practice focused on individuals, families, executives, and business owners
Provide consultative strategies in areas such as:
- Wealth preservation
- Retirement planning
- Asset protection
- Executive benefits
- Estate and legacy strategies
Develop long-term client relationships through a needs-based planning approach
Leverage New York Life’s Advanced Planning Group for complex and high-net-worth cases

Phase 2: Leadership & Team Development (Months 12–24)

Upon achieving objective production and leadership benchmarks, transition into a management framework where you will:

Recruit and develop future financial professionals
Mentor and coach advisors within your organization
Build and lead a high-performance team culture
Participate in advanced leadership and management development programs
Create a scalable, legacy-driven business within the New York Life system

Consultative Relationship Management

Guide clients through complex financial decisions with professionalism and integrity
Develop deep, trust-based relationships with affluent individuals, families, and business owners
Deliver customized strategies backed by industry-leading tools and support

Culture & Leadership Engagement

Contribute to the collaborative, high-performance culture of the North Dallas office
Participate in leadership development, mentorship, and community initiatives
Continuously grow personally, professionally, and financially

What We Offer

Defined Fast-Track Leadership Path

Clear, performance-based transition into Associate Partner and leadership opportunities
Advancement based on objective metrics—not tenure or corporate politics

Comprehensive Compensation & Support

Structured transition allowance and training subsidy program
Uncapped commissions
Renewal income opportunities
Sequential production bonuses
Long-term residual income potential

Corporate Infrastructure & Sponsorship

Fully sponsored licensing support:
- Life & Health
- SIE
- Series 6 / 7 / 63 (as applicable)
Industry-leading training and mentorship
Advanced marketing platforms and operational support
Dedicated local office leadership and administrative infrastructure

Executive-Level Benefits

Medical, dental, and vision insurance
401(k) with company support
Rare defined-benefit pension plan
National leadership conferences
Executive coaching and development programs
Incentive travel opportunities for top performers

Candidate Profile & Requirements

We are seeking professionals with a demonstrated history of leadership, achievement, competitiveness, and relationship-building who want to transition into a highly autonomous, high-income leadership career.

Professional Background

Preferred backgrounds include:

Corporate leadership or management
Business ownership or entrepreneurship
Consultative or high-performance sales
Military leadership
Collegiate or professional athletics
Client-facing professional services

Minimum 3–5 years of professional experience preferred.

Relationship & Leadership Acumen

High emotional intelligence and communication skills
Ability to build trust quickly with clients and future team members
Professional presence and consultative mindset

Mindset

Entrepreneurial and highly driven
Competitive with a strong desire to win and lead
Coachable and growth-oriented
Motivated to build a long-term legacy business

Education & Professional Caliber

Bachelor’s degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered.

This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance.

Location Requirement

Must currently reside in the Dallas–Fort Worth metroplex, as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market.

Why New York Life?

175+ years of financial strength and stability
Fortune 100 mutual company structure
Industry-leading training and leadership development
One of the clearest pathways to agency leadership in financial services
Opportunity to build both personal income and long-term enterprise value

Compensation

First-Year Expected Total Compensation: $60,000 – $150,000+

Compensation includes:

Training allowance/subsidy support
Commissions
Renewal income
Performance bonuses
Leadership incentives

Top performers who successfully transition into leadership and management can significantly exceed first-year compensation expectations.

Apply Now

If you are a high-performing professional seeking more autonomy, leadership opportunity, and long-term financial upside—and want to build a business backed by one of the most respected names in financial services—we encourage you to apply.

Quick Apply

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Financial Services Professional – Accelerated Management & Leadership Track

About New York Life

About This Role

Build a Principal-Led Practice with a Defined Path to Leadership

What You’ll Do

Phase 1: Practice Development (Months 1–12+)

Phase 2: Leadership & Team Development (Months 12–24)

Consultative Relationship Management

Culture & Leadership Engagement

What We Offer

Defined Fast-Track Leadership Path

Comprehensive Compensation & Support

Corporate Infrastructure & Sponsorship

Executive-Level Benefits

Candidate Profile & Requirements

Professional Background

Relationship & Leadership Acumen

Mindset

Education & Professional Caliber

Location Requirement

Why New York Life?

Compensation

Apply Now