Are you motivated, entrepreneurial, and leadership-minded? New York Life is seeking driven individuals to join our Fast Track to Management Program in the Orlando Area, FL. This program offers an accelerated path to a management role within 12 months while building a strong foundation in financial services. Starting as a Financial Professional, you'll gain hands-on experience and build a client base with regional clients across Central Florida. Upon meeting performance milestones, you'll transition to an Associate Partner, leading and developing a team of 10+ agents through recruiting, coaching, and performance management.
Responsibilities
- Build and grow a client base by assisting individuals with insurance and financial planning
- Achieve sales and licensing milestones required for promotion to management
- Recruit, train, and develop a team of Financial Professionals
- Lead a team of 3 - 10+ agents to meet performance goals
- Participate in structured mentorship and on-the-job training
- Manage performance and foster business development within the team
Required Qualifications
- MBA completion within the previous 24 months or prior management, business ownership, or high-volume sales experience
Preferred Qualifications
- Life and Health Insurance License
- FINRA registrations (SIE, Series 6 or 7)
- Sales experience, especially B2B or consultative
- Financial planning, leadership, team management, recruitment, and coaching skills
- Strong communication, goal orientation, and customer relationship management
Apply now to take your career to the next level with New York Life’s Fast Track to Management Program in Central Florida. We look forward to hearing from you!
Company Description
About New York Life
As one of the most established and respected financial institutions in the United States, New York Life has been helping individuals, families, and businesses protect what matters most for over 175 years. With our strong mutual foundation and long-term view, we are dedicated to providing stability, growth, and support—both to our clients and our agents.
At New York Life, we believe in investing in our people. Whether you're an experienced agent looking for new opportunities or a licensed professional ready for advancement, we offer the tools, training, and brand strength you need to succeed.
Awards & Accolades...
We’re proud of our financial strength3
• 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 industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• 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 clients7
• 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)