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Financial Advisor at New York Life Insurance - Southern California
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Home›Jobs›IT & Software›Financial Advisor

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Financial Advisor

New York Life Insurance - Southern California

RemoteFull timeMid levelPosted today
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About the role

Exciting Opportunity - Financial Services Professional

Do you embody the following traits?

  • Competitive
  • Creative
  • Receptive to feedback
  • Exceptional communicator
  • Committed
  • Authentic

If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey.

As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements.

Benefits

Full benefits for full-time agents, including:

  • Medical, dental, vision, life, and disability insurance
  • 401(k) and pension plans
  • Sales incentives and recognition trips for top performers

Responsibilities:

  • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country.
  • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings.
  • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives.
  • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor.
  • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients.

Qualifications:

  • Bachelor's degree preferred but not required.
  • Strong communication skills and the ability to build relationships are crucial attributes required for this position.
  • California Life & Health License (sponsored upon hiring).
  • Securities Licensing (sponsored upon hiring).
  • Applicants must have U.S. work Authorization to apply for this opportunity.

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations

Job details

Workplace

Remote

Employment

Full time

Seniority

Mid level

Headquarters

Newport Beach, CA 92660

Posted

Posted today

About company

Headquarters

Newport Beach, CA 92660

Open jobs

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New York Life Insurance - Southern California