Posted 3 days ago
Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
Responsibilities:
- Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
- Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.
Qualifications:
- Must live in California
- Relationship management skills are required.
- Must possess uncompromising integrity and the ability to communicate complex ideas.
- Must have the ability to successfully network and prospect for new clients.
Compensation: $82,000 at plan.
About New York Life-Irvine:
- At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions:
- Ranked #71 on the Fortune 500 list, Fortune magazine, 2024.
- Fortune magazine’s list of World’s Most Admired Companies in 2020, Fortune 100 Most Admired company in Insurance and financial services 2021.
Take the first step to your future success.
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