Financial Advisor

New York Life offers comprehensive training, hands-on mentorship, and the tools to help you build a lasting career as a Financial & Insurance Advisor. The role is hybrid in Glendale, CA and includes an income range of $75,000 to $250,000 per year, with a commission structure designed around your growth. You’ll also have access to industry-leading technology, CRM, and marketing support, plus eligibility for multiple benefits.

Benefits and professional support

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan

New York Life University provides comprehensive training, including a Harvard Business School curriculum. You’ll receive one-on-one mentorship from experienced leaders as you develop your client base and continue building your business. Eligible professionals may also access Medical, Dental, Vision, 401(k), Roth 401(k), and a Pension Plan (subject to eligibility requirements).

You can also leverage industry-leading technology, CRM, and marketing support, along with access to a comprehensive portfolio of financial products. The opportunity includes building your own book of business and moving along a clearly defined leadership and management career path.

What you’ll do

• Build relationships through networking and referrals
• Develop and grow your own client base
• Conduct financial needs analyses
• Educate clients on insurance and financial solutions
• Create customized financial strategies for ongoing client service
• Continue developing your business with professional coaching and training
• Offer solutions that may include Life Insurance
• Offer solutions that may include Retirement Planning
• Offer solutions that may include Fixed Annuities
• Offer solutions that may include Long-Term Care Insurance
• Offer solutions that may include Wealth Protection Strategies
• Offer solutions that may include Business Planning Solutions

Qualifications

• Entrepreneurial and self-motivated
• Strong communicators who enjoy building relationships
• Goal-oriented and coachable
• Interested in business development and sales
• Passionate about helping others achieve financial security
• Resilient, disciplined, and driven to succeed
• Ability to network within your community and build professional relationships

Technologies: CRM

Training, credibility, and recognition

New York Life is ranked on the Fortune 500, named one of Fortune’s Most Admired Companies, recognized by Forbes as one of America’s Best Large Employers, and listed among Business Insider’s Best Finance Companies. The company is the #1 organization in Million Dollar Round Table (MDRT) membership for over 70 consecutive years, and it is the only life insurance company endorsed by AARP.

Since 1845, New York Life has helped individuals, families, and businesses protect their financial futures. As the largest mutual life insurance company in the United States, its long-term financial strength and client commitment support its role as a trusted industry leader.

Certain eligibility requirements apply to benefits and retirement programs. Average earnings represent established Southern California agents and are not guaranteed. Individual results vary based on performance. California Applicants Only.

Work Location: Hybrid remote in Glendale, CA 91203