Associate Partner

Company Description New York Life is a mutual company with over 180 years of history helping individuals and families achieve long-term financial goals. The organization is committed to transparency, integrity, and objectivity in all aspects of its insurance, investment, retirement, and advisory services. New York Life fosters a culture of giving and volunteerism, supported by the New York Life Foundation, and actively contributes to improving local communities. Team members benefit from robust resources and programs that support professional development, career growth, collaboration, innovation, and a strong commitment to diversity and inclusion. New York Life is an Equal Opportunity Employer, offering a workplace that welcomes and respects people of all backgrounds and identities.

Role Description The Associate Partner role is a full-time hybrid position based in Anaheim, CA, with flexibility to work from home part of the time. In this role, the Associate Partner supports recruiting, onboarding, and developing financial professionals, helping them build successful practices aligned with New York Life’s standards and values. Day-to-day responsibilities typically include coaching and mentoring agents, facilitating training sessions, and guiding them in providing insurance and financial solutions to clients. The Associate Partner may assist with business planning, performance tracking, and implementing local growth strategies, while collaborating closely with leadership and other team members. This position involves maintaining compliance with industry regulations and company policies, building strong relationships in the community, and promoting New York Life’s products and services in a professional and ethical manner.

Qualifications

• Strong relationship-building, coaching, and mentoring abilities to support and develop financial professionals.
• Experience in insurance, investments, or financial services, with an understanding of retirement and advisory solutions.
• Excellent communication, presentation, and interpersonal skills for working with diverse clients and team members.
• Organizational and time-management skills, including the ability to plan, prioritize, and track performance goals.
• Comfort with hybrid work arrangements, proficiency with common office and collaboration software, and adaptability to changing business needs.
• Bachelor’s degree in business, finance, economics, or a related field, or equivalent professional experience.
• Relevant professional licenses (such as state insurance licenses and FINRA registrations) or willingness and ability to obtain them within designated timeframes.
• Demonstrated commitment to ethical conduct, diversity and inclusion, and community engagement.