New york life financial advisor training program

We’re serious about training: Our NYLIC University and comprehensive Agent and management training curriculum form the backbone of our Agency system.

NYLIC U courses span Agents' entire careers, from pre-contract training through practice succession planning. More than that, NYLIC U helps Agents brings their careers to life, helping them implement what they have learned on a daily basis with new prospects and clients.

There are six distinct career development stages that carry new Agents through their first three years.

New agent development (Years 1-3)

• Career Orientation - Training actually begins before an Agent signs his/her contract. Career Orientation offers an overview of the career and helps prospective Agents know what to expect from Day One
• Fundamental Career School - Provides the skills technical and administrative knowledge Agents need to succeed
• Basic Career School - Reinforces Fundamental Career School and expands Agents' knowledge
• Intermediate Career Course - Broadens Agents' knowledge of product and services
• Career Development Conference - A highly interactive five-day course, held at NYLIC University's campus in Dallas, TX
• The Associates Program - Introduces the agent to more advanced areas of Estate Planning, Retirement Planning, and working with Small Business Owners.

In addition, during their first three years, new Agents are encouraged to begin registered representative and Securities license training.

Experienced agent development

After their third year, Agents still have a wide variety of career development opportunities available through NYLIC University.

• Graduate Path to Market Excellence - six series of courses that touch the advanced planning areas/on a graduate level each culminating with a Leaders For Life Conference at the NYLIC U Dallas Campus

Mentoring Program

In addition to formal training, we encourage experienced and newer Agents to work together in mentoring relationships, either informally or through the Million Dollar Round Table (MDRT) Mentoring Program. The company provides special incentives to Agents who take advantage of this opportunity. The MDRT is one of the most prestigious production-based national and international organizations in the insurance industry.

Management Training

For those who feel they can contribute the most by helping others reach their potential, a career in field management may be ideal.

Through NYLIC University, we offer an extensive management curriculum, with comprehensive training and support that smoothes the transition from Agent to partner and provides career-long support. The Management and Leadership Development Course for Partners is a comprehensive course delivered in every General Office. Through computer based training, in person skill development, and actual field assignments a successful agent is taught to become a successful manager and leader.

In addition there is a series of hands on management training workshops for Partners at the Dallas Campus. These workshops focus on skill development on a national basis.

• Management Fundamental School - Focuses on the fundamentals of recruiting plans, selecting and appointing new Agents
• Management Intermediate School - Concentrates on the skills needed to develop Agents and maximize their performance
• Management Advanced Course - Prepares partners for promotion, refining the skills needed to assume greater responsibilities in the General Office
• Home Office School - Helps newly appointed managing partners and promotion geared senior partners focus their plans for their units and offices for the coming year
• Management Leadership Series - Helps managing partners and senior partners who have completed the Home Office School, learn from leading managing partners how to take their office or unit to the next level

Professional designations

The knowledge you have, the better you can serve your clients. We recognize this, and provide tuition reimbursement to our Career Agents upon completion of certain industry courses. Many of these courses can provide you with designations that are recognized and respected throughout the insurance industry.

Additionally, we’ll help train you on technology applications to help you work more efficiently in the field.

We encourages Agents to pursue professional designations and offer tuition reimbursement for courses that will help Agents attain the following designations:

By becoming a sales agent at New York Life, you'll help families achieve the financial security they need and desire. You'll also make a significant contribution to your community - and when you see the difference that can make, it's more fulfilling than you might imagine.

High Earning Potential: When you become a sales agent, you have the ability to set your own pace and establish your own income objectives. As a New York Life agent, you are the master of your career path.

Generous Benefits Package: Not only do we boast an outstanding incentive commission program, we also offer excellent medical and dental benefits for which you and your family may qualify. We even offer company reimbursement for selected programs leading to industry designations and degrees.

Comprehensive Sales Training Program: At New York Life, we take your sales training seriously. Even if you don't have previous experience in selling, our multi-dimensional training program - NYLIC University - can point you to success. We'll also keep you informed about the most sophisticated computer equipment and software packages.

Continuous Support from a Staff of Sales Experts: Even after you are established in your career, New York Life offers ongoing workshops and programs to improve your knowledge of the business. Full time management personnel and professional trainers are there for your support in each of our local offices. We think it's a wise investment in your future - and ours.

Full Range of Products and Services: With the variety of insurance and financial products offered by New York Life and its subsidiaries, you'll be able to help your clients meet any number of insurance and financial goals. To give you the competitive edge, we're constantly developing new products that satisfy the changing needs of our clients.

Opportunities in Management: After serving as a sales agent for at least two years, you may even qualify to enter management. A New York Life agent has more career choices than you can imagine. It's an opportunity to be in business for yourself - but never by yourself.

Sales opportunities for Women: Visit our Top Sales Careers for Women site to learn more.

About New York Life: The tradition of conservative investment management practices and the ability to meet customer need has built a company that people can trust with their finances and their futures. New York Life is completely dedicated to maintaining its position as both a leader among insurance companies and a major force in the financial services industry. By staying true to the principles of prudent expansion, conservative growth, full service and, above all, a strong field force, New York Life will maintain and enhance its reputation as The Company You Keep.

What You Will Do: In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated? The answers to these questions depend on many factors. When you offer insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. Agents provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives.

Sales Training and Career Development: If you are selected to join New York Life, you'll make a commitment to the Company, but the Company will also make a commitment to you. With New York Life, you embark on a lifetime of learning and professional development through comprehensive training in insurance and financial services.

Professional development occurs through NYLIC University. It's a program designed to train and develop agents throughout their sales careers. The first phase is Career Development School, during which you'll begin the process of getting your insurance licenses. You'll receive a full introduction to products and selling skills, including how to develop your client base.

After an initial six months of sales training, you'll spend two years in the Associate Program, an intensive experience that's focused on life insurance marketing, product selling, and technical knowledge. Upon completion, you'll be on your way to developing expertise in a selected area in the workplace or in the personal market, addressing individual needs.

The next level of NYLIC University is the School of Professional Development, which offers specialized courses combining class instruction with self-study. New York Life strongly encourages its agents to make a commitment to lifetime learning. For this reason the Company provides tuition reimbursement to Agents and Registered Representatives upon completion of certain industry courses.

As your sales career develops, you may wish to move into management. The Company is structured to support you in reaching this goal. Many of today's senior executives began their careers as sales agents in the field.

Interested? Then let's talk!

Brief Questionnaire - If you are interested in more information about joining our team at New York Life, please click here to complete a brief questionnaire.

Insurance Licensed Candidates - If you currently have an insurance license, please click-on the Career Opportunities to view a list of current job openings or click-on the Contact Us button to learn more about career opportunities with New York Life.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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