Financial Services Manager (FSM)
Location: OVERLAND PARK, KS
Job Type: fulltime
Company: New York Life
Salary: $60000.0 - $150000.0 per year
Category: Sales
Job Description Apply Now
Financial Services Manager (FSM) Job OverviewNew York Life is seeking highly motivated individuals to join our team as a Financial Services Manager (FSM), Full-time, in Overland Park. This role offers a structured, accelerated path from financial professional to management. As a Financial Services Manager, you will begin your journey acquiring essential skills in financial services, sales, and client relationship building. Over time, you will transition to a leadership role, gaining expertise in coaching, recruiting, and managing a high-performing team of financial professionals.
Key Responsibilities- Start your career as a financial professional, learning to develop new business, market financial products, and build long-term relationships with clients in Overland Park.
- Leverage a comprehensive training program to develop expertise in marketing, business development, and customer relationship management.
- Utilize advanced digital tools and resources to manage client relationships and support business growth effectively.
- Understand and present a wide range of financial solutions including life insurance, annuities, long-term care insurance, disability income insurance, and investment products through NYLIFE Securities LLC.
- Meet initial requirements as a financial professional before entering a six-month intensive management training program to prepare for a leadership role.
- Transition to an Associate Partner position, where you will recruit, coach, and develop new financial professionals, while leading your own team.
- Continuously pursue opportunities for advancement to higher management positions within New York Life.
- Sales or managerial experience in any industry is highly valued.
- Entrepreneurial experience, such as having run your own business, is a plus.
- MBA or comparable degree is preferred but not required.
- Ability to obtain and maintain necessary securities licenses and FINRA registrations prior to offering investment products.
- Strong motivation to make a meaningful impact on the financial wellbeing of individuals, families, and businesses in Overland Park.
- Excellent communication, leadership, and organizational skills.
- Ability to commute daily to the Overland Park office; this is not a remote position.
As a Financial Services Manager (FSM), Full-time, in Overland Park, you will benefit from New York Life’s award-winning training programs and ongoing professional development. You will have access to experienced mentors, a robust suite of digital business tools, and a comprehensive product selection to serve client needs. New York Life’s commitment to your success includes expert resources and support throughout your career journey.
Company Mission and RecognitionNew York Life is dedicated to providing robust financial solutions and empowering career growth. The company is proud of its financial strength and its commitment to diversity and inclusion, as recognized by a range of industry awards and accolades:
- A++ Superior (A.M. Best), AAA Exceptionally Strong (Fitch), Aaa Exceptional (Moody’s), and AA+ Very Strong (Standard & Poor’s)
- Training Magazine’s APEX Award for 2022
- Recognized as a 2022 Best Company for Latinos to Work For by Latino Leaders
- Included in the 2022 Corporate Equality Index by the Human Rights Campaign
- Featured in Forbes 2022: America’s Best Employers for Diversity
Working in Overland Park provides the benefit of joining a dynamic and supportive professional community, with access to clients and colleagues in a thriving metropolitan area.
New York Life is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.