Experienced Financial Services Professional

We are currently seeking Experienced Financial Professionals for our Southern California General Office. Our Experienced Financial Services Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long‑term financial strategy. We are looking for self‑motivated, self‑disciplined job seekers looking for an opportunity to build a great career as a financial professional while helping clients achieve their financial goals.

Utilizing our expansive product line, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry‑leading company that makes doing right by its customers its first priority. You will also be able to build a long‑lasting career with advancement opportunities and comprehensive benefits.

New York Life is a Fortune 100 Company with the highest ratings currently awarded to any life insurer. With over 175 years of experience, we are committed to providing sound financial guidance and peace of mind to clients and policyholders. New York Life provides world‑class training and access to resources and support to build a successful career with an industry leader.

Managers enjoy a robust compensation plan that includes a 401(k) plan, pension plan, and a full benefits package with opportunities for advancement. If you have experience in financial services or experience in sales with a desire to enter the financial services industry, New York Life may be the right place for you!

• Become educated on New York Life's financial products
• Attend company training sessions
• Network in your community to develop professional relationships
• Leverage existing relationships to build a referral‑based practice
• Contact clients and prospects to schedule appointments
• Meet with prospects to discuss their financial needs and/or concerns
• Educate clients on the various products and services offered by New York Life
• Make financial recommendations to clients
• Achieve company performance metrics

• Experience in financial services or a related field, demonstrating a strong understanding of financial products and strategies
• Ability to build and maintain professional relationships, leveraging your network to develop a referral‑based practice
• Proven track record of achieving performance metrics in a sales or client‑focused environment
• Strong communication skills to effectively educate clients on financial products and services
• Self‑motivated and disciplined, with a commitment to ongoing professional development and learning
• Ability to analyze clients' financial needs and make informed recommendations to meet their goals
• Comfortable with attending training sessions and applying new knowledge to enhance client interactions and service offerings

$60,000 - $120,000 per year