Fast Track Partner
Company: New York Life
Location: San Ramon
Posted on: January 23, 2023
New York Life - Are you looking for a job where you can use your
experience to propel your career into management? At New York Life,
we will invest in you from the start to help you learn and grow in
a financial professional career. We'll train you in valuable
skills, such as marketing, business development, recruiting and
customer relationship management, and provide you with the tools
you need to further your career.
What we're looking for
We're looking for people who want to make a lasting impact on the
financial well-being of individuals, families and small businesses
- motivated people who can answer yes to one of the following
--- Do you have sales or managerial experience in another
--- Have you previously run your own business?
--- Do you have an MBA or other advanced degree?
In the Accelerated Path to Management Program, you'll start off as
a financial professional, learning how to sell our products, build
client relationship, and meeting specific requirements* before
transitioning into a management role. You'll then undergo a
six-month intensive training program designed to prime you for
success as a manager. You will use that experience to understand
how to coach others to success.
What we offer
Your First Year
You'll learn firsthand about a financial professional's role and
day-to-day work by working as a financial professional for the
first year of your career journey with New York Life. We will
provide you with award-winning training, access to digital tools
and a comprehensive product suite.
Training and Resources
You will gain an appreciation of the rich training we provide our
financial professionals to help you understand the strength & value
of New York Life firsthand. Beyond this training and support, New
York Life will equip you with the resources you need to succeed
day-to-day, including experts on hand to answer your questions and
a suite of digital sales, prospecting and marketing tools that will
help you attract and retain your clients with web, social and email
You will learn about our robust products and services that can help
clients and their families achieve their financial goals. Together
with its subsidiaries, New York Life provides a range of
competitive insurance and financial products, including life
insurance, annuities, long term care insurance, disability income
insurance and investment products such as mutual funds through our
broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC),
a Licensed Insurance Agency. You will be required to hold
securities licenses and FINRA registrations and affiliate with
NYLIFE Securities as a Registered Representative before you can
offer investment products.
-* Specific production and licensing requirements must be met
before transitioning to field management. Please ask your New York
Life recruiter for details.
Your Transition to a Field Manager Role
After meeting specific requirements for the first 12 months as a
financial professional*, you'll be equipped and empowered with a
specialized six-month Associate Partner training program. We'll
help you to lead and build your team of financial professionals.
Throughout your career journey with New York Life, you'll continue
to have opportunities to grow and be promoted to increasingly
senior levels of management.
How we will compensate you
New York Life will value and reward your hard work and success.
You'll have significant income potential, because our field
-managers' compensation is directly aligned with their recruiting
performance and the production level of their team of financial
professionals. The average income among our 586 recruiters in 2021
was $270,890. -(1) -Additional benefits include medical, dental,
vision, a 401(k) and pension. -(2)
About New York Life
New York Life is a Fortune 100 company with a long history of doing
good. We have been in business for over 175 years, helping
generations of Americans protect their families and attain their
financial goals. As a mutual company, we are accountable only to
our policyholders, not to Wall Street or outside investors. We are
focused on long-term success for our clients. To prepare for the
future, we are constantly innovating and looking ahead to find more
ways to increase value for our clients.
Awards & Accolades
We're proud of our financial strength (3)
--- A++ Superior (A.M. Best)
--- AAA Exceptionally Strong (Fitch)
--- Aaa Exceptional (Moody's)
--- AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry (4)
--- New York Life named a 2021 "Elite Gold Organization" by Chief
Learning Officer magazine -(5)
--- Training Magazine's Training Top 100 for 2021 -(6)
We're proud to be recognized by organizations that also value
--- Latino Leaders: 2022 Best Companies for Latinos to Work
--- Human Rights Campaign: 2022 Corporate Equality Index
--- Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our
--- 5.5 million lives Protected (includes all owners of individual
life insurance and annuity policies)
--- $4.9 Billion in living benefits awarded (includes life and
annuity cash value accumulation and qualifying policy dividends
paid. Dividends are not guaranteed)
--- $938 million lifetime annuity paid (includes all payouts on
individual income annuity products)
--- Over $1.1 trillion life insurance protection in force (includes
term, whole and universal life) -(8)
Average income of proactive New Org Agents: $ 65,000 - $
1 Actual income and compensation are not guaranteed and depend on a
number of factors including your field management title/level, the
sales results of your agent unit and/or your General Office, and
your applicable field management compensation plan. -The Company
reserves the right to amend, modify or terminate the compensation
plans at any time. -The historical income numbers shown above
include additional compensation payments designated to reimburse
all of a field manager's business expenses not otherwise reimbursed
by the Company. For illustrative purpose only.
2 For the pension plan certain eligibility requirements apply.
Monthly payments are determined by your earnings, years of service,
age, and the form of payment you choose. The company reserves the
right to amend or terminate the plan at any time for any
3 New York Life Insurance Company continues to receive the highest
financial strength ratings currently awarded to any life insurer in
the U.S. from all four major rating agencies. Source: Individual
Third-Party Rating Reports: A.M. Best A++, Fitch Ratings AAA,
Moody's Aaa, and Standard & Poor's AA+ (as of 6/22/2022).
4 Full list of our awards is available here:
In order to qualify for LearningElite status, organizations that
choose to apply must succeed in scoring above the qualifying
benchmark in five key performance areas that are core to L&D:
learning strategy, leadership commitment, learning execution,
learning impact and business performance results.
6 Source: Training Magazine
7 All figures reflect the consolidated results of New York Life
Insurance Company and its domestic insurance subsidiaries including
New York Life Insurance and Annuity Corporation for the 12 months
ending December 31, 2021.
8 This reflects the consolidated results of New York Life Insurance
Company (NYLIC) and its domestic insurance subsidiaries including
New -York Life Insurance and Annuity Corporation (NYLIAC) for the
12months ending December 31, 2021. Individual life insurance in
force is the total face amount of individual life insurance
contracts (term, whole, and universal life) outstanding for NYLIC
and its domestic insurance subsidiaries at a given time. The
company's individual life insurance in force totaled $1,139.45
billion at December 31, 2021 (including $182.30 billion for
NYLIAC). Intercompany transactions have been eliminated in
Robert D'Cruz, CLF, CLU
New York Life Insurance Company
Recruiting Assistant: Darpana
Address: 2633 Camino Ramon, Suite 525, San Ramon, CA - 94583.
Keywords: New York Life, San Ramon , Fast Track Partner, Other , San Ramon, California
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