Financial Advisor/Financial Services Sale Professional

  • Full-time

Company Description

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World’s Most Admired Companies” for 2014 by Fortune Magazine.

Job Description

Are you a leader?


We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the San Jose area.


PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job?Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.We are looking for motivated self – starters who would like to:


  • Manage their own work schedule and establish an attractive work/life balance.
  • Build their career with significant income potential.
  • Grow their business supported by the financial strength and integrity of New York Life.
  • Make a difference in their community by helping others achieve peace of mind.
  • Customize their career path to match their personal goals.
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their achievements.
  • Define their career path as an agent and have the opportunity for management.


Here’s what you’ll do as a Financial Advisor:


  • Build relationships with clients beyond a transactional basis.
  • Develop your professional skills and knowledge.
  • Develop and implement business and marketing plans.
  • Prospect for potential clients.
  • Schedule appointments and meet with clients.
  • Discuss financial concerns and needs of individuals.
  • Present potential solutions using our wide array of products and services.
  • Provide ongoing customer service and support to existing clients.

Training:

NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry


Benefits:

Health/Dental/Life/Disability Insurance401(k) plan and Pension PlanReimbursement for courses taken on industry designations


Career Advancement:

After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training


Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed


On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application


New York Life Recognitions:

  • Ranks #88 on the Fortune 500 list for 2014
  • New York Life ranked 82 out of 150 companies on Forbes America’s Most Reputable Companies list for 2014.
  • New York Life was named to Training magazine’s “Training Top 125” ranking for 2014, a ranking of a company’s excellence in employer sponsored training and development programs.
  • New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine.
  • New York Life was named to Professional Women’s Magazine’s “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual),"

An Equal Opportunity Employer M/F/D/V

Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.

Qualifications

Qualifications

  • Organized, detail-oriented and excellent time management skills.
  • Strong sales, leadership and communication skills.
  • Ability to work in a team based environment.
  • Previous sales experience preferred.
  • Previous Insurance industry experience not required
  • Highly self-motivated and self-disciplined.
  • Relationship building and networking abilities
  • Life & Health Insurance Licensed not required (company will pay for sponsorship)
  • FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment)
  • Personal Transportation will be required for this position.

Additional Information

Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®