Chinese Speaking Financial Service Professional/Financial Advisor

In this client-facing role, you will help individuals identify, define, and work toward long-term financial objectives while guiding them through a sound financial strategy. The position is based in Pasadena, CA and includes structured training and ongoing support through NYLIC University.

Role Overview

Financial Professionals partner with clients to clarify financial goals and translate them into actionable, long-term planning. The role provides access to a comprehensive set of financial products and services, along with training, support, and professional development.

Key Responsibilities

• Collaborate with clients to identify, outline, and pursue their financial goals.
• Provide a comprehensive array of financial products and services to support development of a sound, long-term financial strategy.

Location and Compensation

• Location: Pasadena, CA (onsite)
• Salary: USD 60,000 - 80,000 per year

Qualifications

• BA or BS degree from a four-year institution (preferred)
• Prior financial services background not required
• Chinese bilingual skills are a plus, but not required
• Highly self-motivated and self-disciplined, with the ability to work effectively with little or no supervision

Training, Support and Professional Development

Training is delivered through NYLIC University, described as one of the most comprehensive and well-respected programs in the industry. You will also benefit from a nationwide team with experience across insurance, investments, estate planning, and family and business planning.

• NYLIC University offers comprehensive training and professional development.
• Ideal candidates are community-minded, competitive, and able to communicate effectively while demonstrating outstanding character and integrity.

Benefits

• Significant income potential
• Comprehensive Health/Dental/Life/Disability coverage
• Retirement package and pension plans
• Sponsorship of licensing and industry credentials
• 2015 average income for top 5 Managing Partners is approximately $2,508,400
• First year average income of new representatives is approximately $65,000

Career Advancement

After two years as a successful agent, additional opportunities may include roles such as Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Company Recognitions

• Ranked #65 on the Fortune 500 list for 2017
• Fortune Magazine’s List of World’s Most Admired Companies
• “Training Top 125” for Training magazine
• “Best Company for Multicultural Women” by Working Mother Magazine