Financial Services Representative

New York Life is seeking a Financial Services Professional focused on retirement planning, college funding, life insurance, investment strategies, and comprehensive financial planning. The role centers on building business plans, prospecting clients, presenting tailored solutions, and pursuing licenses, with opportunities for advancement. This hybrid position is based in Glendale, California, combining on-site collaboration with flexible work arrangements.

Responsibilities

• Develop and implement business and marketing plans
• Prospect for potential clients to discuss their financial needs and concerns
• Present tailored solutions drawn from our suite of products and services
• Advance professional skills through the New York Life training curriculum
• Pursue optional licenses to sell investments and other securities products in wealth management and advanced planning

Benefits

• 401(k)
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Parental leave
• Prescription drug insurance
• Professional development assistance
• Profit sharing
• Retirement plan
• Tuition reimbursement
• Vision insurance

First Year Compensation

Average first-year agent/advisor in this branch earns $76,000 to $80,000 per year

Third Year Compensation

Average 3 year agent/advisor in this branch earns $151,733 per year

Job Type

Full-time

Pay

$85,000.00 - $260,000.00 per year

Schedule

• Monday to Friday
• Weekends as needed

Work Location

Hybrid remote in Glendale, CA 91203