Management Fast Track Financial Services

Accelerated Path to Management – Sales Leadership New York Life Insurance & Investments | Marin County, CA (Northern California)

Are you a proven sales professional or business-minded leader ready to build something bigger?

At New York Life, we’re looking for motivated, competitive individuals who want more than just a sales role — they want a clear path to leadership and management
.

This opportunity is designed for experienced sales professionals, business owners, and MBA-caliber candidates who want to grow a book of business and develop into a management role with long-term upside.

This is not a “sit-and-wait” role — performance drives opportunity. We offer meritocracy with nationwide upside potential.

• World-class sales, leadership, and product training
• Ongoing mentorship and coaching
• Access to digital marketing, prospecting, and CRM tools
• Exposure to a broad suite of financial and insurance solutions

You’ll be trained first to succeed in sales — then trained to lead others.

• Commission-based income as a financial professional. Training Allowance is provided during this phase.
• Upon promotion to management (Associate Partner),
  salary + bonuses + incentives
• Competitive benefits package including medical, retirement, 401(k) matching, and pension options
• Significant long-term income potential tied to team performance and leadership growth

• Start your career as a financial professional
  , building client relationships and developing strong sales fundamentals
• Learn consultative selling, business development, and relationship management
• Build your personal practice while working toward clearly defined leadership milestones
• Transition into a management track after meeting performance and licensing requirements
• Recruit, coach, and develop future sales professionals as you grow into leadership

You’ll be a strong fit if you have one or more of the following:

• MBA or formal management experience
• Experience owning or running a business
• 3+ years of sales experience (any industry)

• Must be located in Northern California (focus on Marin County
  )
• Strong communication skills and a competitive mindset
• Comfortable working toward goals in a performance-based environment

$180,000 at plan earnings

New York Life is a Fortune 100 mutual company with more than 180 years of financial strength
. Because we answer to policyholders — not shareholders — decisions are made with a long-term, client-first mindset
, not quarterly pressure.

Advisors operate through Eagle Strategies LLC
, New York Life’s fee-based Registered Investment Adviser
, offering robust advisory platforms, financial planning fees, model portfolios, and access to advanced planning resources.

The result:
RIA-style flexibility, institutional strength, and the support to scale a serious advisory practice — without going fully independent.