Watch the video below to hear why Tony Montalvo, Managing Partner at New York Life San Diego, is so passionate about what they do and to learn about career opportunities with New York Life.
Listed below are career opportunities available at our office.
The Opportunity: We will assist you in building your own Insurance and Financial Services practice with our help. We provide tremendous training resources and financial support to help you build your business.
Description of Activities and Responsibilities: As a licensed agent, you will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer.
Requirements: We require highly motivated individuals who are willing to invest their time and energy into creating profitable and rewarding careers. We have a preference for individuals who are bi- or tri-lingual, as well as those with a 4-year college degree (not necessarily in business, marketing or insurance).
Training: At New York Life, we take your training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will you 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.
To learn more or to submit your resume to our management team, please fill out our contact form.
The Opportunity: For those who have previously had documented earnings of at least $75,000 a year and demonstrated management/leadership experience in a different industry, you may be eligible for consideration into New York Life San Diego’s Fast Track to Leadership program. If qualified, New York Life sets shorter parameters on time spent producing as an agent before qualifying to become a full Partner with our firm. From there, New York Life offers a comprehensive Management Career Path that will be fully described and documented during our interview process. (The Partner role is briefly described below).
Description of Activities and Responsibilities: As a licensed agent, you will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer. However, in the Fast Track program, we also introduce elements of the Management Orientation Program into your training in year 1 in preparation for assuming the Partner role, once all program requirements are met.
Requirements: This program require documented earnings of at least $75,000 a year and demonstrated management/leadership experience in a different industry We have a preference for individuals who are bi- or tri-lingual, as well as those with a 4-year college degree (not necessarily in business, marketing or insurance). Our top-tier Fast Track candidates may also have their MBA, but this is not required.
Training: At New York Life, we take your training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will you 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, the Fast Track candidate also participates in our robust Management Orientation Program in preparation for assuming the Partner role.
To learn more or to submit your resume to our management team, please fill out our contact form.
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 San Diego, 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 your 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 your training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will you 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.
To learn more or to submit your resume to our management team, please fill out our contact form.
Equal Opportunity Employer M/F/D/V/S/O