Financial Services Professional

New York Life Insurance & Investments | Northern California

New York Life is seeking professionals interested in building long-term careers in financial services. This role is focused on working directly with clients to help them plan for financial security, retirement, and long-term goals, supported by the training and resources of a Fortune 100 company. This is a professional career opportunity, not a short-term sales role. This opportunity provides a training allowance, bonuses and incentives in addition to offering a highly competitive commission structure.

Our goal is to make sure you succeed and become a profitable Financial Advisor or Registered Representative. You will offer businesses and individuals and families insurance products, financial products such as mutual funds, help people plan for retirement and help businesses with employee benefits and executive planning. We offer award winning training and ongoing sales and marketing support.

• Health, Dental, Vision Insurance
• 401k match
• Pension
• Tuition Reimbursement
• Training Allowance for 2 years, then Expense Allowance
• All study materials, testing fees and licensing requirements are paid by the Company
• Life Insurance, AD & D and more benefits

• Work with clients to understand financial goals and planning needs
• Develop and implement personalized financial strategies
• Build and maintain long‑term client relationships
• Maintain required licenses and compliance standards
• We pay for all study materials and licensing requirements

• Strong communication and interpersonal skills
• Interest in financial planning and client service
• Self‑motivated
• Willingness to obtain required licenses (training provided)

$180,000 per year