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Financial Sales Representative
New York Life Davis, CA
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$73k-96k (estimate)
Full Time 6 Days Ago
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New York Life is Hiring a Financial Sales Representative Near Davis, CA

New York Life -

Financial Sales Representative

Are you a leader who has the following traits?

Competitive

Entrepreneurial

Coachable

Communicative

Self-disciplined

Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What were looking for...

Were looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development

Well equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. Youll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2estate planning strategies, and business solutions.

Human guidance

When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agents Contract who met

annual minimum sales production requirements was $124,000.3Individual agent performance will determine your income.Benefits include medical, dental, vision, life, and disabilityinsurance, as well as a 401(k) and pension.4

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...

Were proud of our financial strength.5

A Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moodys)

AA Very Strong (Standard & Poors)

Were proud of the training we offer.6

Training Magazines APEX Award for 2022

Were proud to be recognized by organizations that also

value diversity.

Human Rights Campaign: 2022 Corporate Equality Index

Forbes 2022: Americas Best Employers for Diversity

Latino Leaders 2022 Best Companies for Latinos to Work For

Were proud of the help weve provided and continue to

provide our clients.7

5.5 million LIVES PROTECTED . Includes all owners of

individual life insurance and annuity policies

$938 million LIFETIME ANNUITY INCOME PAID . Includes

all payouts on individual income annuity products.

$4.9 billion IN LIVING BENEFITS AWARDED . Includes

life and annuity cash value accumulation and qualifying

policy dividends paid. Dividends are not guaranteed.

Over $1.1 trillion LIFE INSURANCE PROTECTION IN

FORCE. Includes term, whole, and universal life.8

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history,

production standards, and required training. Requirements are subject to change.

3. Based on 2021 company data for 4,579 agents operating under our N9 and N8 Agents Contracts in all states, without persistency bonus, who were active as

of December 31, 2021. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004.

Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes

are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is

commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales

and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized

expenses, and other items. Each credit and debit posted to the Agents Ledger is part of determining the agents compensation and no individual credit posted

to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agents Ledger after the

credits and debits are applied.

4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as

eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the

information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the

benefit plans described herein at any time for any reason.

5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major

rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A , Fitch Ratings AAA, Moodys Aaa, and Standard & Poors AA (as of 10/18/2022).

The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.

6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition

7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and

Annuity Corporation, for the 12 months ending December 31, 2021.

8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance

and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life

insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The companys individual life

insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in

consolidation.

New York Life is an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Summary

JOB TYPE

Full Time

SALARY

$73k-96k (estimate)

POST DATE

04/27/2024

EXPIRATION DATE

05/14/2024

WEBSITE

cbizlife.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

<25

FOUNDED

1974

CEO

TIMOTHY MOYNIHAN

REVENUE

$10M - $50M

INDUSTRY

Insurance

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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!

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If you are interested in becoming a Financial Sales Representative, 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 Sales Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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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.

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Find an entry-level sales position.

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Proven experience working as a financial services representative.

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Step 3: View the best colleges and universities for Financial Sales Representative.

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