Financial Services Professional - Accelerated Management & Leadership Track

Financial Services Professional – Accelerated Management & Leadership Track

North Dallas General Office | Full-Time | Hybrid
First-Year Expected Total Compensation: $60,000 – $150,000+

About New York Life

Founded over 175 years ago, New York Life is a Fortune 100 mutual company dedicated to helping individuals, families, and businesses achieve financial security and peace of mind.

As a mutual company, New York Life operates with a long-term focus centered on policyholders—not Wall Street shareholders. The company consistently holds the highest possible financial strength ratings currently awarded to any life insurer and is recognized nationally for leadership development, integrity, and long-term career opportunity.

The North Dallas General Office is one of the fastest-growing and most dynamic offices in the country, known for:

• Elite talent development

• Entrepreneurial leadership culture

• Community involvement

• Performance-driven advancement

• Diverse and collaborative leadership teams

About This Role

Build a Principal-Led Practice with a Defined Path to Leadership

The North Dallas General Office is seeking select mid-to-senior-level professionals for our Accelerated Management Development Program .

This opportunity is specifically designed for:

• Corporate leaders

• Business owners

• Military officers and veterans

• Consultative sales professionals

• Former collegiate or professional athletes

• High-performing relationship-driven professionals

This is not a traditional entry-level sales role.

It is a structured, merit-based leadership track engineered to transition high-performing professionals into management and partner-level opportunities within 12–24 months , based on achievement of clearly defined performance milestones.

You will first build and master your own financial services practice using New York Life’s consultative client model before transitioning into recruiting, mentoring, and developing your own team of financial professionals.

What You’ll Do

Phase 1: Practice Development (Months 1–12+)

• Build a sophisticated financial services practice focused on individuals, families, executives, and business owners

• Provide consultative strategies in areas such as:

  • Wealth preservation

  • Retirement planning

  • Asset protection

  • Executive benefits

  • Estate and legacy strategies

• Develop long-term client relationships through a needs-based planning approach

• Leverage New York Life’s Advanced Planning Group for complex and high-net-worth cases

Phase 2: Leadership & Team Development (Months 12–24)

Upon achieving objective production and leadership benchmarks, transition into a management framework where you will:

• Recruit and develop future financial professionals

• Mentor and coach advisors within your organization

• Build and lead a high-performance team culture

• Participate in advanced leadership and management development programs

• Create a scalable, legacy-driven business within the New York Life system

Consultative Relationship Management

• Guide clients through complex financial decisions with professionalism and integrity

• Develop deep, trust-based relationships with affluent individuals, families, and business owners

• Deliver customized strategies backed by industry-leading tools and support

Culture & Leadership Engagement

• Contribute to the collaborative, high-performance culture of the North Dallas office

• Participate in leadership development, mentorship, and community initiatives

• Continuously grow personally, professionally, and financially

What We Offer

Defined Fast-Track Leadership Path

• Clear, performance-based transition into Associate Partner and leadership opportunities

• Advancement based on objective metrics—not tenure or corporate politics

Comprehensive Compensation & Support

• Structured transition allowance and training subsidy program

• Uncapped commissions

• Renewal income opportunities

• Sequential production bonuses

• Long-term residual income potential

Corporate Infrastructure & Sponsorship

• Fully sponsored licensing support:

  • Life & Health

  • SIE

  • Series 6 / 7 / 63 (as applicable)

• Industry-leading training and mentorship

• Advanced marketing platforms and operational support

• Dedicated local office leadership and administrative infrastructure

Executive-Level Benefits

• Medical, dental, and vision insurance

• 401(k) with company support

• Rare defined-benefit pension plan

• National leadership conferences

• Executive coaching and development programs

• Incentive travel opportunities for top performers

Candidate Profile & Requirements

We are seeking professionals with a demonstrated history of leadership, achievement, competitiveness, and relationship-building who want to transition into a highly autonomous, high-income leadership career.

Professional Background

Preferred backgrounds include:

• Corporate leadership or management

• Business ownership or entrepreneurship

• Consultative or high-performance sales

• Military leadership

• Collegiate or professional athletics

• Client-facing professional services

Minimum 3–5 years of professional experience preferred .

Relationship & Leadership Acumen

• High emotional intelligence and communication skills

• Ability to build trust quickly with clients and future team members

• Professional presence and consultative mindset

Mindset

• Entrepreneurial and highly driven

• Competitive with a strong desire to win and lead

• Coachable and growth-oriented

• Motivated to build a long-term legacy business

Education & Professional Caliber

Bachelor’s degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered.

This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance.

Location Requirement

Must currently reside in the Dallas–Fort Worth metroplex , as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market.

Why New York Life?

• 175+ years of financial strength and stability

• Fortune 100 mutual company structure

• Industry-leading training and leadership development

• One of the clearest pathways to agency leadership in financial services

• Opportunity to build both personal income and long-term enterprise value

Compensation

First-Year Expected Total Compensation: $60,000 – $150,000+

Compensation includes:

• Training allowance/subsidy support

• Commissions

• Renewal income

• Performance bonuses

• Leadership incentives

Top performers who successfully transition into leadership and management can significantly exceed first-year compensation expectations.

Apply Now

If you are a high-performing professional seeking more autonomy, leadership opportunity, and long-term financial upside—and want to build a business backed by one of the most respected names in financial services—we encourage you to apply.