Financial Professional
Job Description
Support clients with retirement, college savings, and long-term financial planning as a Financial Professional in a hybrid role in Glendale, CA.
- Help individuals, families, and small businesses build financial well-being, including retirement and college savings
- Provide clients “peace of mind” while they navigate financial challenges and planning needs
- Grow personally and professionally alongside your clients
- Attract and retain clients using web, social, and email content
- Use digital sales, prospecting, and marketing tools to support outreach efforts
Requirements
- Obtain industry professional designations (ability to obtain)
- Meet annual minimum sales production requirements (average income referenced)
Technologies
- CRM
- Web content
- Social content
- Email content
Compensation
- Commission-based compensation (income determined by individual performance)
- Pay range: USD 80,000.00 - 120,000.00 per year
- In 2023, the average income of agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.40
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Medical, dental, vision, life, and disability insurance (for full-time agents)
- Professional development assistance
- Sales incentives
- Professional-development trips for top-performing insurance agents
Training and Career Support
- Industry-leading learning platform
- Personalized coaching from dedicated training professionals
- Subsidized training in the first two full-time contract years (additional funds, if you qualify)
- Digital tools support, including experts available to answer questions
- Human guidance options such as study groups and mentorship
Products and Solutions
- Life insurance
- Annuities
- Long-term care insurance
- Disability income insurance
- Investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency
- Opportunity to specialize, including becoming a financial advisor with Eagle Strategies LLC (investment advisory division) for wealth management and advisory services, estate planning strategies, and business solutions
Traits We Encourage
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
Work Location
- Hybrid remote in Glendale, CA 91203
Application Question
- Will you now or in the future require sponsorship for employment or work under OPT?
About New York Life
- Fortune 100 company with a history of helping generations of Americans protect their families and attain financial goals
- In business for over 175 years
- Mutual company, accountable only to policyholders, not Wall Street or outside investors
- Focused on long-term success of clients
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