11 Financial Professional Jobs in San Jose, CA
New York Life is Hiring a Financial Professional Near San Jose, CA
Areyoualeaderwhohasthefollowingtraits?
•Competitive
•Entrepreneurial
•Coachable
•Communicative
•Self-disciplined
•Authentic
Ifyes,considerbecominganinsuranceagenttodrivepositiveimpactinthelivesoffamilieseveryday.AtNewYorkLife,you’reincontrolofyourcareerjourney.BackedbyaFortune100companythatisaleaderinthefinancialservicesindustry,NewYorkLifewillinvestinyoufromthestart,trainingyouinvaluableskillssuchasmarketing,customerrelationshipmanagement(CRM)andcommunication,andprovidingyouwithadevelopmentteamandsalessupporttoguideyoursuccess.
Whatwe’relookingfor...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and smallbusinesses.Thisisnotjustasalesjob—it’sacareerwithpurposeandopportunity.You’llprovidepeaceofmindtoyourclientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome.Youwillgrowpersonallyandprofessionallyalongwithyourclients.
Whatweoffer...
Traininganddevelopment
We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalizedcoaching from dedicated training professionals and the ability to obtain industry professional designations. We are socommittedtotrainingthatwe’llsubsidizeitinyourfirsttwoyears,providingyouwithadditionalfundstohelpkeepyouonyourfeet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with salesincentivesandprofessionaldevelopmenttripsforourtopperforminginsuranceagents.
Digitaltools
Beyondthistrainingandsupport,NewYorkLifewillequipyouwiththetoolsyouneedtosucceedday-to-day,includingexpertson hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract andretainyourclientswithweb,socialandemailcontent.
Productsandsolutions
Togetherwithitssubsidiaries,NewYorkLifeprovidesarangeofproducts,includinglifeinsurance,annuities,longtermcareinsuranceandinvestmentproductssuchasmutualfundsthroughourbroker-dealerarmNYLIFESecuritiesLLC(memberofFINRAandSIPC),aLicensedInsuranceAgency,ensuringthatthesolutionsyoudevelopwithyourclientscanhelpthem
andtheirfamiliesachievetheirfinancialgoals.You’llalsobeabletospecializeandgainexpertiseindifferentareas,suchasbybecoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management andadvisoryservices1,estateplanningstrategiesandbusinesssolutions.
Humanguidance
WhenyoujoinNewYorkLife,you’rejoiningastrongteamwithpeer-to-peersupportoptionslikestudygroups,mentorshipandotheropportunitiestoengagewithyourfellowinsuranceagents.
AboutNewYorkLife...
NewYorkLifeisaFortune100companywithalonghistoryofdoinggood.Wehavebeeninbusinessforover175years,helpinggenerationsofAmericansprotecttheirfamiliesandattaintheirfinancialgoals.Asamutualcompany,weareaccountableonlytoourpolicyholders,nottoWallStreetoroutsideinvestors.Wearefocusedonlong-termsuccessforourclients.
Awards&Accolades...
We’reproudofourfinancialstrength.4
•A Superior(A.M.Best)
•AAAExceptionallyStrong(Fitch)
•AaaExceptional(Moody’s)
•AA VeryStrong(Standard&Poor’s)
We’reproudofourpositionintheindustry.5
•TrainingMagazine2021:TopCompaniesforLearningandDevelopment
•FortuneMagazine2021:NewYorkLiferanks#1in2021FortuneWorld’sMostAdmiredCompanieslistforInsurance:LifeandHealth.6
•JDPowerAward2020:#1inBestAnnuityProvidercategoryand#6inBestLifeInsurerrankings
We’reproudtoberecognizedbyorganizationsthatalsovaluediversity.
•2021ForbesBestEmployersforDiversity:NewYorkLiferanks#82outofthe500companiesrecognized
•LATINAStyle2019:CompanyoftheYear
•Forbes2019:America’sBestEmployersforDiversity
•DiversityInc2018:Top50CompaniesforDiversity
We’reproudofthehelpwe’veprovidedandcontinuetoprovideourclients.7
•5,500,000 livesProtected(includesallownersofindividuallifeinsuranceandannuitypolicies)
•$5,200,000,000 inlivingbenefitsawarded(includeslifeandannuitycashvalueaccumulationandqualifyingpolicydividendspaid)
•$910,000,000 lifetimeannuitypaid(includesallpayoutsonindividualincomeannuityproducts)
•Over29,000professionalshired(includescompanyemployeesalongwithcontractedfinancialprofessionals)
NewYorkLifeisanEqualOpportunityEmployer–M/F/Veteran/Disability/SexualOrientation/GenderIdentity
1.Wealth Managementandadvisoryservices offeredbyFinancialAdvisorsof EagleStrategiesLLC,aRegistered InvestmentAdviseranda NewYorkLifecompany.
2.Asreflectedbycompany
Job Summary
Full Time
Insurance
$165k-191k (estimate)
01/18/2023
05/08/2024
cbizlife.com
SAN DIEGO, CA
<25
1974
TIMOTHY MOYNIHAN
$10M - $50M
Insurance
Related Companies
About New York Life
Own a small business but don't know where to start on building your business through marketing? Branding, Content, Website, Digital Marketing, CRM tracking, Marketing Campaigns, Tradeshows, Incentive Programs, Social Media, LinkedIn followers, Video and Blog. Let me help you navigate and build your business and sales as well as client retention!
The job skills required for Financial Professional include Planning, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
03/12/2022: Kingsport, TN
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
12/31/2021: Little Rock, AR
Financial advisors may run their own firm or they might be part of a larger office or bank.
03/02/2022: Paramus, NJ
A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
02/07/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
01/18/2022: Riverside, CA
To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
03/11/2022: Olympia, WA
Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
02/20/2022: New Brunswick, NJ
Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
01/04/2022: Florence, AL
Step 3: View the best colleges and universities for Financial Professional.
Similar Jobs
Popular Articles
