Financial Advisor

New York Life Insurance - Southern California

Financial Advisor

Newport Beach, CA +2 locations
Full Time
Paid
  • Responsibilities

    Exciting Opportunity- Financial Services Professional Do you embody the following traits? • Competitive • Creative • Receptive to feedback • Exceptional communicator • Committed • Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: • Medical, dental, vision, life, and disability insurance • 401(k) and pension plans • Sales incentives and recognition trips for top performers Compensation- In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension Responsibilities: • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Newport Beach, CA. Qualifications: • Bachelor's degree preferred but not required. • Strong communication skills and the ability to build relationships are crucial attributes required for this position. • California Life & Health License (sponsored upon hiring). • Securities Licensing (sponsored upon hiring). • Applicants must have U.S. work Authorization to apply for this opportunity.

    • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Newport Beach, CA.

  • Compensation
    $120,000 per year
  • Locations
    Newport Beach, CA • Santa Clarita, CA • Carlsbad, CA