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Sales Agent / Financial Sales Professional

New York Life Insurance Company
San Dimas, CA
  • Posted: over a month ago
  • $77,845 to $128,174 Yearly
  • Full-Time
  • Benefits: dental, life insurance, medical, vision, 401k,
Job Description

Sales Agent / Financial Professional New York Life

Don't have a current Life & Health insurance License?

  • If on boarded, we will assist you in obtaining the proper Life & Health licensing in California.

Already Have a Life & Health insurance License?

  • You may qualify for an elevated contract offer as an experienced agent & financial professional. Apply today.

Are you a leader who has the following traits?

  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic

If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re 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.

Remote Position - Work from home and/or General Office available

Responsibilities

  • Prospect and contact potential clients to discuss their financial needs and concerns
  • Participate in and complete the New York Life training curriculum to build your professional skills and knowledge
  • Create and implement business and marketing plans that will expand your client base
  • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
  • Secure optional licenses for selling securities and investments products for wealth management and advanced planning
  • Offer high quality life insurance, annuities, long-term care insurance, group term, group whole life, securities, investments, and other products for insurance and retirement, education, and business planning needs.

Qualifications

  • Solid business expertise and knowledge a must
  • Strong written and verbal communication skills are required to effectively share complex ideas
  • Strong values of integrity are a must
  • Growth mindset and sales experience strongly preferred
  • Ability to engage your community and leverage personal networks and contacts

Benefit Conditions:

  • Only full-time employees eligible

COVID-19 Precaution(s):

  • Remote interview process
  • Social distancing guidelines in place
  • Virtual meetings

Work Remotely

  • YES, available option to work from home. 

What we’re looking for...
We’re 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 job—it’s a career with purpose and opportunity. You’ll 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
We’ll equip and train you with a multi-faceted 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 we’ll 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. You’ll 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 and investment products such as mutual funds 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. You’ll 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 services1, estate planning strategies and business solutions.

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

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 long-term success for our clients.

Awards & Accolades...

We’re proud of our financial strength.4

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

We’re proud of our position in the industry.5

  • Training Magazine 2021: Top Companies for Learning and Development
  • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for

Insurance: Life and Health.6

  • JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings

We’re proud to be recognized by organizations that also value diversity.

  • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized
  • LATINA Style 2019: Company of the Year
  • Forbes 2019: America’s Best Employers for Diversity
  • Diversity Inc 2018: Top 50 Companies for Diversity

Shawn J. Gonzalez, Partner

New York Life Insurance Company

M: 909-331-1007

Apply directly via Zip Recruiter, attach resume.

Company Description
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 long-term success for our clients. To prepare
for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades
We’re proud of our financial strength3
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients7
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

New York Life Insurance Company

Why Work Here?
A Company where you can drive your potential as far as you want to.

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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength3 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of our positions in the industry4 • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5 • Training Magazine’s Training Top 100 for 20216 We’re proud to be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide our clients7 • 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies) • $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed) • $938 million lifetime annuity paid (includes all payouts on individual income annuity products) • Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Address

140 Via Verde ave San Dimas

San Dimas, CA
91773 USA

Industry

Business

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