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Financial Advisor
Financial AdvisorNew York Life Insurance - Southern California • Carlsbad, CA, US
Financial Advisor

Financial Advisor

New York Life Insurance - Southern California • Carlsbad, CA, US
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  • serp_jobs.job_card.full_time
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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 Carlsbad, 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.
  • About Company

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 clients.

    We're proud to be recognized by the following organizations

  • Fortune 2024 : World's Most Admired Companies
  • Handshake 2025 : Early Talent Award
  • Forbes 2024 : America's Best Employers for Diversity
  • Seramount : 2024 Best Companies for Multicultural Women
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