Chinese Speaking Financial Service Professional/Financial Advisor

New York Life is hiring a full-time financial professional in Irvine, CA onsite, supporting clients with long-term financial planning and goal achievement.

Responsibilities

• Meet with clients to identify, define, and work toward their financial goals.
• Assist clients in building a sound, long-term financial strategy.
• Use New York Life and its affiliates’ financial products and services to develop client plans.
• Support clients through planning aimed at achieving sustained financial outcomes over time.

Requirements

• Education: BA or BS degree from a four-year institution (preferred).
• Experience: Prior financial services background not required.
• Languages: Chinese bilingual skills are a plus, not required.
• Work style: Highly self-motivated and self-disciplined.
• Independence: Ability to work effectively with little or no supervision.

Compensation

• Salary range: USD 60,000 - 80,000 per year

Benefits

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

Career Advancement

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

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

Location: Irvine, CA (onsite)