Fast Track to Management

Full job description

About Me

My name is Nicholas Spinella, Partner and former Financial Advisor with New York Life in our Melville, Long Island office. I’m hiring management-level candidates seeking a career with autonomy, impact, and income potential.

• New York Life recruiting page: https://www.newyorklife.com/recruiter/nspinella
• LinkedIn: https://www.linkedin.com/in/nickspinella/

About the Opportunity

Are you looking to leverage your experience and accelerate your path into management?

At New York Life, we invest in you from day one—first as a Financial Professional, then as a leader within 12 months. You’ll receive comprehensive training in financial services, along with valuable skills in marketing, business development, and client relationship management. Once you meet performance milestones, you’ll transition into a structured management training track with the tools and support needed to build and lead a team.

What We’re Looking For

We’re seeking motivated individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. You may be a strong fit if you can answer yes to one or more of the following:

• Experience in sales or management in another industry
• Previous business ownership or entrepreneurial experience
• An MBA or equivalent advanced degree

Accelerated Path to Management

Through New York Life’s Accelerated Path to Management Program, you’ll begin your career as a Financial Professional—building client relationships, learning our products, and meeting specific performance requirements¹.

Afterward, you’ll enter a six-month intensive management training program, designed to prepare you to recruit, coach, and develop financial professionals. This hands-on experience positions you for long-term success in leadership.

Your First Year

During your first year, you’ll work as a Financial Professional to gain firsthand experience in the role. You’ll receive:

• Comprehensive training
• Access to advanced digital tools
• A broad and competitive product suite

This foundation ensures you’re well prepared for the transition into management.

Training & Resources

New York Life provides industry-leading training and ongoing support, including:

• Access to experienced professionals and subject-matter experts
• Digital sales, prospecting, and marketing tools
• Web, social, and email content to help attract and retain clients

Product Solutions

You’ll learn to offer a wide range of financial products and services, including:

• Life insurance
• Annuities
• Long-term care insurance
• Disability income insurance
• Investment products such as IRA’s, 529 plans, brokerage accounts, and more

Investment products are offered through NYLIFE Securities LLC (member FINRA & SIPC), a Licensed Insurance Agency. Securities licenses and FINRA registrations are required prior to offering investment products.

Transition to Field Manager

After meeting requirements during your first 12 months as a financial professional, you’ll enter the Associate Partner training program¹. In this role, you’ll begin building and leading your own team of Financial Professionals, with continued opportunities for advancement into senior leadership.

Compensation & Benefits

• Initial compensation is performance- and commission-based
• Upon promotion to Associate Partner, compensation shifts to a salary range of $100,000–$150,000, plus additional override compensation tied to recruiting and team development (R&Ds)
• Full benefits package, including:
• Medical, Dental, and Vision
• Life, Long-Term Disability, and AD&D coverage
• Pension Plan and 401(k)

New York Life rewards performance and growth. Field managers’ compensation is directly aligned with recruiting success and team production. In 2024, the average income among 579 recruiters across all levels was $290,000.

About New York Life

New York Life is a Fortune 100 mutual company with over 175 years of history helping Americans protect their families and achieve financial security. As a mutual company, we are accountable only to our policyholders—not Wall Street—allowing us to focus on long-term value and stability.

Financial Strength & Recognition

New York Life is recognized for its exceptional financial strength:

• A++ (A.M. Best)
• AAA (Fitch)
• Aaa (Moody’s)
• AA+ (Standard & Poor’s)

With over $760 billion in assets under management, New York Life remains a leader in life insurance, retirement income, investments, and estate planning.

Job Requirements

• Obtain Life & Health insurance licenses within 30 days (company-paid)
• Obtain FINRA SIE, Series 6 or 7, and Series 63 within 120 days (company-paid)
• Meet and engage new clients to assess financial needs
• Conduct client information-gathering meetings
• High self-motivation and ability to work independently
• Strong organizational, time-management, and communication skills
• Proven sales, analytical, leadership, and interpersonal abilities

Previous sales experience a plus

Athletic and/or coaching background a plus

Job Type: Full-time

Pay Range: $100,000–$150,000 per year

Work Location: In person: Melville, Long Island, 11747

Job Types: Full-time, Permanent

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Ability to Commute:

• Melville, NY 11747 (Required)

Work Location: In person