Job Opportunity: Financial Services Representative - Management Path.

Job Description

Are you driven to excel in your career and eager to enter the world of management? New York Life, a prestigious and well-established leader in the financial services sector, is offering an exclusive opportunity through our Fast Track into Management program. This position is ideal for those who are not only looking for a job but a long-term career with significant growth potential. This full-time opportunity is based in our bustling offices, as this is not a remote job.

Our program is meticulously designed to foster your development from a skilled professional to a competent manager. By joining our team, you will be part of a program that values hands-on experience and comprehensive training. This opportunity allows you to initially understand the ropes of financial services as a financial professional, with a strategic path laid out towards management roles within our respected organization.

Duties and Responsibilities

• Become proficient in our product offerings and services to effectively guide clients towards financial security.
• Engage actively in learning and professional growth experiences to prepare for managerial responsibilities.
• Build strong relationships with clients and maintain a client-first approach that aligns with New York Life's values.
• Meet specific performance metrics to qualify for progressive steps in our Fast Track into Management program.
• Participate in our six-month intensive training regime aimed at developing key management skills necessary for your growth.
• Assume leadership roles, post-training, to recruit, train, and manage new financial professionals within your team.
• Drive team performance and productivity through effective management techniques and practices.
• Implement strategic business plans to identify and capitalize on new opportunities for business growth.
• Maintain a high standard of professionalism and regulatory compliance in all business dealings.

Requirements

• Master's degree (or higher) OR a minimum of 3 years of management experience (non-retail).
• Excellent interpersonal and communication skills, with an emphasis on building relationships and networking.
• Demonstrated leadership skills with a potential and drive to take on managerial responsibilities.
• Ability to meet the sales targets and other performance standards that precede advancement into management roles.
• Strong analytical and problem-solving skills, coupled with meticulous attention to detail.
• Willingness to undertake extensive training during the initial phase of employment as a financial professional.
• Commitment to uphold the values and ethical standards of New York Life in all business activities and interactions.
• Required to hold or able to acquire securities licenses and FINRA registrations for dealing with specific financial products.