What are the responsibilities and job description for the Financial Services Professional position at New York Life?
Overview:
We are looking for a few new Full-Time associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Top performing associates can be promoted to Senior Wealth Management or Executive Management within two years or less.
Compensation Package:
- W-2 Position with Benefits (Medical, Dental, Vision)
- 401(K) with Company Match
- Training Allowance and Performance Payouts
- Commissions and Residuals
- Bonuses Paid Throughout The Year
- Pension (Vested After 3 Years)
Requirements:
- Resident of Southern California (Orange County)
- College Degree (Bachelors)
- Great Communication Skills (Written and Spoken)
- Professional Attitude
- Pleasant Demeanor
- Problem Solving Capabilities
- Computer Savvy
- Networking Skills
- Financial Literacy
- Pass a Background Check
Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),
A Licensed Insurance Agency and a New York Life Company