Partner-Track Opportunity
Accelerated Path to Management — New York Life
Locations: Staten Island, NY | Edison, Wall, Saddle Brook, Princeton, Livingston, NJ
Initial Role: Financial Advisor / Financial Professional
Are you a high-performing professional ready to accelerate your career into leadership and management? New York Life’s Partner-Track: Accelerated Path to Management Program is designed for experienced leaders, sales professionals, and entrepreneurs who want to build a successful advisory practice first—and then transition into management with the backing of a Fortune 100 company with over 180 years of financial strength.
About the Program
This is a structured, career-defining pathway. You will begin as a Financial Advisor, gaining hands-on experience in client development, sales, and relationship management. Once performance and licensing milestones are met, you will transition into a six-month intensive management training program, preparing you to recruit, coach, and lead your own team of financial professionals.
Key Responsibilities
Phase 1 – Financial Advisor (Initial Track):
Build and manage a client base
Deliver holistic financial solutions to individuals, families, and small businesses
Complete licensing and production requirements
Develop strong business development and marketing skills
Phase 2 – Management & Partner Track:
Recruit, train, and develop your own team of financial professionals
Coach agents toward performance and career growth
Establish and lead a high-performance team culture
Drive long-term growth and community impact
Ideal Candidate Qualifications
We are seeking candidates who bring experience, leadership, and ambition, including:
MBA or equivalent advanced degree, or
3+ years of sales experience, or
2+ years of management or business ownership experience
Additional Requirements / Milestones:
Life & Health License (or willingness to obtain)
Completion of 30 paid cases (Life, LTC, IDI, or Annuities)
Successful completion of SIE, Series 6 or 7, and Series 63 exams
Compensation & Benefits
Earning potential: $60,000 – $150,000+ (performance-based)
Comprehensive benefits package including medical, dental, vision, long-term disability, and group term life insurance (agents and dependents eligible)
World-class training, mentorship, and leadership development
Access to industry-leading tools, systems, and resources
Why New York Life
Fortune 100 company with over 180 years of stability and impact
Industry-leading financial strength ratings
A culture focused on long-term client success—not short-term gains
A proven pathway to management and partnership
Apply / Contact
To explore this opportunity, please submit your resume or inquiries to:
Raya Arbiol, MBA
Recruiter – Partner-Track Program
📧 rbarbiol@newyorklife.com
