Current Opportunities

The Opportunity: Being considered for a direct path to Partner is only available to those individuals with peer companies in the financial services industry. We are looking for someone who is currently serving in a role where their primary function is attract, select, develop and retain quality agents in their life insurance/financial services firm. The true opportunity here is to begin a leadership career where the requirements for each promotion opportunity are documented and objective. While staying located here in Silicon Valley, there is a clear path to being promoted to Senior Partner and Executive Partner.

Description of Activities and Responsibilities: As a Partner, we build on existing industry experience with robust training. Partners attract, select, develop and retain 8-12 new advisors a year. They must build systems to generate strong candidate pipelines to support agency growth. Partners must have expertise in conducting joint sales appointments with their advisors, as well as coaching skills to help their advisors grow in their careers.

Requirements: Partner candidates must have a successful track record of recruiting, developing and retaining advisors. We look for candidates that have shown the capacity to build an agency and drive premium growth through recruiting and retention. We look for professionals with a track record of modeling our corporate values of Integrity, Financial Strength and Humanity.

Training: At New York Life, we take training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will management be trained through our NYLIC University program, but also through local Managers and full-time Trainers who are extremely proficient in teaching the knowledge and skills needed to get off to a fast start. In addition to Agent training, our Partners participate in comprehensive Management and Leadership Development programs which are career-long. We also encourage Partners to obtain their professional designations through our partnership with the American College.

The Opportunity: We will assist agents in building their own Insurance and Financial Services practice with our help. We provide tremendous training resources and financial support to help them build their business.

Description of Activities and Responsibilities: Licensed agents will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer.

Requirements: We require highly motivated individuals who are willing to invest their time and energy into creating profitable and rewarding careers. We have a preference for individuals who are bi- or tri-lingual, as well as those with a 4-year college degree (not necessarily in business, marketing or insurance). Some of the qualities of an agent that we look for include:

• Independent: A successful New York Life Agent thrives in an environment of independence, structured largely by his or her own initiative, ambition and resourcefulness. A New York Life Agent enjoys being an entrepreneur within a solid enterprise.

• Ambitious: A successful New York Life Agent is never satisfied with the status quo. A New York Life Agent is always reaching for new growth and success. The need to constantly improve is essential to a New York Life Agent.

• Responsible: A successful New York Life Agent recognizes the serious responsibility that is assumed when he or she helps people to provide for their insurance protection and financial security.

• Progressive: A successful New York Life Agent welcomes new challenges in a constantly changing environment and develops new concepts to help people to address changing insurance and financial needs.

• Caring: Very simply, a successful New York Life Agent likes people and enjoys being around them. People play a major role in the life of a New York Life Agent, and New York Life Agents are trusted confidants.

Training: At New York Life, we take training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will agents be trained through our NYLIC University program, but also through local Managers and full-time Trainers who are extremely proficient in teaching the knowledge and skills needed to get off to a fast start.