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.