Financial Services Representative - Leadership Development Track
NYL - Houston General Office
Bellaire, TX
Permanent
Full-time
2 days ago
Apply easily
New York Life - Leadership Development Track At New York Life, we’re looking for ambitious professionals who want more than just a job—they want a career path into leadership. Our Management Development Program is a structured, two-phase track designed to help you gain real-world experience as a financial professional, then transition into management where you’ll lead and mentor a team. This program is for those who are coachable, driven, and eager to grow into a leadership role with one of the most respected names in financial services. Phase 1: Gain Real-World Experience as a Financial Professional Your journey begins by stepping into the role of a financial professional, where you'll gain firsthand insight into the work we do and the lives we impact. During this initial phase you’ll build foundational skills and client relationships, supported every step of the way through: • Comprehensive training and mentorship • Access to cutting-edge digital tools and platforms • A robust suite of financial products and solutions • A supportive, purpose-driven culture focused on your development This immersive experience provides the critical foundation for long-term success in the financial services industry and prepares you for a leadership role with New York Life. Phase 2: Transition into Leadership as an Associate Partner Once you've met key performance milestones, you may be invited to join our six-month Associate Partner training program, where you’ll begin your formal transition into management. This leadership track is designed to develop your ability to recruit, mentor, and lead a team of financial professionals. As an Associate Partner, you’ll gain: • Targeted leadership training and support • Guidance on team-building and people development • Opportunities to rise through senior management levels over time • Resources to grow a thriving team Your career path at New York Life is built for progression—from individual impact to leading and scaling a team. How We Will Compensate You: At the beginning of your career, income is commission-based, providing you with upside earning potential tied to your effort and results. For full details on compensation and benefits for financial professionals, please visit: newyorklife.com/careers/financial-professionals/income-and-benefits If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. Responsibilities: Training and resources As a Fast Track participant, you’ll gain deep insight into the values, capabilities, and client-first mission that make New York Life an industry leader. But the support doesn’t stop with training: • You’ll have direct access to subject-matter experts for ongoing guidance • A full suite of digital tools and platforms will help streamline your day-to-day, from client prospecting to sales tracking • You’ll leverage modern, customizable marketing resources across web, social, and email to grow and retain a client base effectively • Coach, mentor, and develop new financial professionals by modeling best practices, driving accountability, and fostering a culture of growth and excellence within your team. This program ensures you’re not just trained, but fully equipped to succeed. Product Solutions You’ll become well-versed in the full spectrum of New York Life’s insurance and financial solutions that help clients protect and grow their wealth, including: • Life Insurance • Annuities • Long-Term Care Insurance • Disability Income Insurance • Mutual Funds and Investment Products offered through NYLIFE Securities LLC (member FINRA/SIPC) To offer investment products, you’ll be required to obtain the appropriate securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative. Qualifications: Who Should Apply? • Minimum of 2 Years of Professional Experience in sales, business development, or leadership roles • Bachelor’s degree (or equivalent work experience) required; MBA graduates encouraged to apply • Demonstrated track record of goal-setting and exceeding expectations • Passion for leadership, team development, and helping others achieve success Benefits: • 401(k) • Dental insurance • Flexible schedule • Health insurance • Vision insurance • Life insurance • Pension plan About Company: Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors. Benefits: 401(k) and pension planMedical, dental, & vision health coverageLife & disability insuranceBonuses & incentives