Experienced Financial Professional - Financial Advisor

Hybrid Remote - Training at San Dimas, CA

Experienced Financial Professional - Financial Advisor Career Path

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. As an Experienced Financial Professional with New York Life, you will help clients develop a long-term financial strategy to achieve their financial goals using an array of insurance and financial products and services, including life insurance, annuities, and mutual funds[1]. You will be able to build your practice and help those in your community prepare for their financial futures. 

We offer:

• Opportunities for growing compensation and significant income potential.
• Competitive benefits[2] include but are not limited to Health/Life/Disability/Dental/Vision insurance, 401k, and retirement pension plan[3].
• NYLIC-University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path.
• A variety of quality products, including life insurance, annuities, long-term care insurance, disability insurance, and investment products[1].
• Online platforms with digital tools for work assistance, marketing support, and client services.
• Highly trained teams and experienced product consultants to support your business growth.
• New York Life’s Professional Alliance Program, helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions (subject to contract details) on client referrals that lead to sales.
• The Advanced Planning Group assists with large and complex client case design and support, Eagle Strategies LLC, a registered investment adviser and New York Life company for qualifying agents to affiliate as Financial Advisors who are already Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly skilled divisions providing advanced and specialized markets support.
• Committed managers who don’t sell; instead, they’re dedicated to helping you succeed.

[1] Investment products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC, a member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life company.

[2] Specific terms, such as eligibility and benefits, are determined under the terms of the relevant plan documents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

[3] Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

** New York Life ranks 72 on the prestigious Fortune 500 list for 2022 based on revenue of the prior year. Source: Fortune magazine May 2022

*** New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policy owners who purchase its participating products. These policy owners share certain membership rights, such as voting in the board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.

$150,000 - $200,000 at plan yearly

• Marketing to potential clients and discover clients’ financial needs.
• Build, improve, and maintain relationships with current and prospective clients.
• Offer clients professional guidance, and develop financial strategies to achieve their financial goals.
• Educate and inform clients about the company’s products and services.

Requirements and preferences:

• 1-3 years of Sales or Financial Professional Experience Required.
• Health & Life Insurance License Required.
• Security License Series 6 or 7 and 63 Preferred.
• Bachelor’s degree Preferred.
• Bilingual with Chinese/Korean/Vietnamese/Japanese preferred.

Skills (possessed or willingness to acquire):

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Good communicator and excellent listening skills, outgoing personality with the ability to develop relationships.
• Positive attitude and willingness to be accountable for results.
• Organized, detail-oriented, and excellent time-management skills.

New York Life is a Fortune 100 company** with a long history of doing good. We have been in business for over 175 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 our clients.

Financial Strength (As of 10/18/2022)

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Awards

• Training Magazine’s APEX Award for 2022: Top Companies for Learning and Development.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

New York Life is an Equal Opportunity Employer.