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Financial Sales Professional

New York Life-Irvine

Financial Sales Professional

Irvine, CA
Full Time
Paid
  • Responsibilities

    Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve, while building a practice that impacts the community greatly. Training, Development, and Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. Coming to work at New York Life each day means contributing to the financial goals of millions of families and businesses and providing them with peace of mind. As a mutual company, we are uniquely aligned with our policy owners' interests and priorities; this makes our jobs meaningful and often personal. Our purpose-driven mindset has attracted a diverse group of people who want to do good and support the communities where we live and work. The result has been great success for our company and clients. We pride ourselves on our inclusive culture, training, and career opportunities. It should not be surprising that when you work at New York Life—whether as an agent or as one of our valued corporate employees—you're backed by unyielding support, development, and resources. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes: - In conjunction with in-office training; a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! - Once established in the career, Fast Track to Management opportunities for qualified professionals - Read in full about all benefits for our agents here: https://www.nylbenefits.com/agents Responsibilities: • Discuss financial concerns and needs with potential clients identified during the prospecting process • Develop and employ marketing and business plans to grow your client base • Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, and more • Improve your professional skills and knowledge through the New York Life training curriculum • Secure licenses for selling securities and investments products for wealth management and advanced planning Qualifications: • Strong written and verbal communication skills are required to effectively share complex ideas • Ability to engage your community and leverage personal networks and contacts • Sales experience strongly preferred • Solid business expertise and knowledge a must • Must possess uncompromising integrity and have strong Entrepreneurial drive Compensation: $60,000 - $90,000

    • Discuss financial concerns and needs with potential clients identified during the prospecting process • Develop and employ marketing and business plans to grow your client base • Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, and more • Improve your professional skills and knowledge through the New York Life training curriculum • Secure licenses for selling securities and investments products for wealth management and advanced planning