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Financial Services Professional
New York Life

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Financial Services Professional

New York Life
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Job Summary

$3,333-10.4k per month + Tips/Bonus
Job Type
Entry-level, Full-time, Management
Job Last Posted
Job posted 17 days ago
Job Role
Finance, Finance Leadership
Employer's Industry
Finance & Legal
Job Schedule

Job Description

Hiring a Financial Services Professional and Fast Track into Management Program

What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security of being part of a larger tried, tested and approved establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial minded to run your own practice while securely embedded within a Fortune 500 companywith 175 years of market experience. Join the team of like-minded entrepreneurs.

Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customers’ loyalty.

Desired Skills and Experience
• 4-year College Degree
• Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile”
• Articulate communicator both verbally and written
• Prior sales and/or business experience preferred
• High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner
• Fully capable of working individually, highly adaptable to a team environment

Training, Development & Benefits
New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan.
The NYL multifaceted system includes:
• In conjunction with traditional in office trainings (though we're still working from home for the time being), access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want!
• Ctrl+Click the link below to see the Financial Professional Agent benefits for this roll1
We have Fast Track to Management opportunities for qualified professionals once established in the career. Transparent, merit-based career advancement after one-two years in successful agent role; opportunities that may be available include local advancement to Partner, Development Manager, Product Consultant and Home Office in NY.

Employment Type
• Full time, direct, regular appointment (not contracted)
• $40,000 to $125,000 annually (commission inspired, training allowance subsidy, bonuses, defined benefit pension program)
General Office location
• San Jose, CA 95128
Must be eligible to work in the United States. Sponsorship for an employment visa will not be provided. We do not sponsor OPT.

About New York Life
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities.New York Life has been around for over 175 years of industry success; we celebrate our 175th on Easter this year. We are a Fortune 100 company and are ranked No. 71 in 2019 on the Fortune 500. New York Life is the Largest Mutual Insurer in the U.S 1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

1 New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. 

Here to help if you're open to explore possibilities!

Nicole Cordova
Recruiting Coordinator
550 S. Winchester Blvd., Suite 405, San Jose, CA 95128
Office (408) 557-5006 

Business Overview

Our Story

We were strong before, and because we continue to follow the same guiding principles, we remain one of the largest, strongest, and most stable life insurance companies in the United States. Our remarkable resilience amid turbulent times hasn’t changed. For 175 years, New York Life has kept promises to policyholders, no matter what the situation—through the yellow fever epidemics of the 19th century, the Civil War, the 1918 Influenza Pandemic, the Great Depression, and the aftermath of recent economic turmoil, such as the 2008 financial crisis.

Why Work With Us?

It is at times like these, that our agents play an especially important role in supporting our community & providing businesses & families with much needed peace of mind. Feel free to apply or give me a call to see if our long-term motivations align.

Team Size

51-100 team members


Culture & Perks

Employee Owned
Family Owned
Minority Owned
Women Owned
Health Benefits
Retirement Benefits
Community Oriented
Mission Driven
Work-life Balance
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