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.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals 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 - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Compensation:$85,000 - $125,000 yearly
Responsibilities:- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
What You’ll Do
- Develop your own client base through networking, referrals, and community involvement • Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
- Offer tailored solutions across insurance and financial products
- Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart
- Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
- Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
- Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
- Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
- Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².
- Must have effective relationship management skills
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
- Ability to successfully network to prospect new potential clients is a must
- Must be located in the Greater Sacramento Region (Northern California) to be considered
What We Look For
- Self-motivated individuals who take initiative
- Strong communicators who enjoy building relationships
- Coachable and open to feedback
- Interested in long-term learning and growth, not just a short-term role
New York Life is a Fortune 100 company with a long history of doing good.
We have been in business for over 175 years, 5.5 million LIVES PROTECTED.
Includes all owners of helping generations of Americans protect their families and individual life insurance and annuity policies attain their financial goals.
As a mutual company, we are $938 million LIFETIME ANNUITY INCOME PAID. Includes being accountable only to our policyholders, not to Wall Street, and all payouts on individual income annuity products. outside investors. We are focused on the long-term success $4.9 billion IN LIVING BENEFITS AWARDED.
Includes clients. Life and annuity cash value, accumulation, and qualifying policy dividends paid. Dividends are not guaranteed.
Awards & Accolades... Over $1.1 trillion LIFE INSURANCE PROTECTION in force.