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Financial Services Representative

New York Life Santa Clara General Office

New York Life Santa Clara General Office

Financial Services Representative

Santa Clara, CA +1 location
Full Time
Paid
  • Responsibilities

    New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep®.

    New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help.

    Regular renewable work permit required - we do not sponsor OPT

    Responsibilities of Financial Professional

    • Schedule appointments and meet with potential clients
    • Make product recommendations to help clients meet their financial goals
    • Provide ongoing service and support to existing policyholders
    • Be a structured and coachable team player that is open to training development and further education.
    • Discipline to be in business for yourself, but not by yourself New York Life offers you not just another job, but career possibilities!

    As a Financial Professional (Agent) you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions. Many of our Agents started their careers with New York Life, right out of college. Entry Level candidates are encouraged to apply.

    At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions:

    • Ranks #61 on the Fortune 500 list, Fortune Magazine, June 4, 2015
    • Profiles in Diversity Journal - 2015 Diversity Leader Award
    • Ranks #27 on DiversityInc’s “Top 50 Companies for Diversity” for 2015
    • Named a “Best Place to Work for LGBT Equality” for 2016 by receiving a perfect score of 100 percent on the 2016 Corporate Equality Index (CEI), a national benchmarking survey and report administered by the Human Rights Campaign Foundation.

    Take the first step to your future success and becoming a part of “the company you keep!"

    Apply Today!

  • Related Article
  • Qualifications

    We are looking for people who possess the following background/characteristics:

    • 4-year degree
    • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
    • Outgoing personality with the ability to develop relationships (i.e., “People Person")
    • Fearless, positive attitude and willingness to be accountable for results
    • Organized, detail-oriented and excellent time-management skills
    • Desire for continuous learning
    • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
  • Compensation
    Compensation is commission based. The average financial advisor makes $70,000/yr. They can also make into 6 figures, and we guarantee $30,000/yr for the first year.
  • Benefits

    We offer a comprehensive benefits package that includes:

    • Health/Dental/Life/Disability from day one
    • 401(k) plan after one year of service and Defined Pension Plan*
    • Continuing education reimbursement
    • Reimbursement for industry designations
    • Discounts from major wireless carriers
    • Local discounts (based on location) for gym memberships

    *Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, agent and the form of payment you chose. The Company reserves the right to amend or terminate the plan at any time for any reason.

    At New York Life we strive to be the best every day, the same as you.

    Career Advancement - Continue to build your own business or, if qualified, move into management – the choice is up to you. Criteria for management are defined and quantifiable. After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training.

    • Training - NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
    • Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed. New York Life offers the feeling of being in business for yourself, but not by yourself. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents withprospecting and sales ideas, product knowledge and application -- we want our new agents to be successful!
    • Integrity - “The Company You Keep" - Represent a company you can believe in, be proud of and find a career home with.
  • Industry
    Insurance
  • Locations
    Santa Clara, CA • San Jose, CA
  • About Us

    At the Santa Clara General Office, we do more than work in the community, we're part of it. Many of our Agents have local roots-some even go back generations.