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Jobs near Burlingame, CA “All Jobs” Burlingame, CA

Are you a skilled Analyst who believes in lending your skills to end hunger? If so, consider being the Business Analyst for the San Francisco Marin Food Bank.

The SF Marin Food Bank is comprised of a dedicated team of approximately 150 staff working collaboratively to provide close to 50 million pounds of food to over 210,000 people in the Bay Area – a region where 1 in 4 people are at risk of hunger. We are currently looking for a Business Analyst to help with overseeing data architecture of its ERP that delivers against the organizations mission to end hunger. See the job description below and apply today if you would like to join us in our mission to end hunger.

POSITION PURPOSE

Work with key stakeholders to align the business needs of the Food Bank and the functionality and data architecture of its ERP (Microsoft Dynamics NAV 2016) and associated databases including a SQL data warehouse. Implement process improvements to increase efficiencies by utilizing new or additional features within the applications ecosystem. Create reports and queries using tools such as Jet Reports/Jet Analytics. Support various departments with their ERP use and act as a liaison between functional teams, the IT department, and external vendors as needed for emerging business needs, projects, and troubleshooting. Coordinate with external vendors responsible for ERP system customizations, upgrades, and Tier 2 user support. Prepare process and user training documentation and provide end-user training.

ESSENTIAL FUNCTIONS AND BASIC DUTIES


  • Coordinate all aspects of ERP database operations, including implementation, custom design, and development (executed by external vendor), user security, documentation, etc.

  • Work with internal stakeholders to understand business requirements, define scope of potential changes, propose technical and/or process options, create and deploy selected solutions.

  • Troubleshoot user issues; work with external vendor on resolution if needed.

  • Develop and maintain system documentation, including documentation of any custom code or integrations, system logic and flow charts, and version upgrades.

  • Work with stakeholders to develop training materials and conduct user training.

  • Directly manage vendor relationships including Dynamics NAV VAR and third-party vendors.

  • Develop and publish standard reports. Work with users to develop ad-hoc reports and queries. Experience with Jet Reports preferred.

  • Develop and maintain a broad understanding of organizational processes, procedures, challenges, and initiatives. Propose and implement data base tools and procedures to support those organizational needs.

  • Provide technical knowledge and implementation support for integration of the ERP with other systems.

  • Maintain peer relationships with other food banks, represent organization in Operations & Technology Consortium, advise senior leadership on network-wide issues related to areas of focus and expertise.

  • Other duties as assigned

QUALIFICATIONS


  • Combination of education and relevant experience sufficient to perform essential duties.

  • 2-5 years’ experience with finance, operations, and inventory transactions and procedures in an ERP system

  • Understanding of database theory, programming logic, and business procedures.

  • Demonstrated analysis skills including expert-level proficiency in Excel; proficiency in other Microsoft Office Suite applications

  • Strong organizational skills with ability to utilize initiative and judgment in juggling multiple responsibilities in a dynamic, rapidly changing environment

  • Demonstrated ability to be thoughtful and innovative in analyzing organizational needs and communicating complex data and systems solutions to stakeholders.

  • Professional, accountable, and results-oriented with the ability to work independently while supporting multiple stakeholders

  • Proven ability to work remotely

  • Experience with Microsoft SQL

  • Experience in object-oriented programming environment helpful (preferably Visual Basic)

  • Ability to work and interact well with individuals (staff, volunteers, and participants) from a variety of socioeconomic backgrounds in a culturally diverse environment

  • Comfortable and well-versed in interacting with a broad range of end users with varying technical abilities.

  • Preferred experience with Food Banking, food industry, supply chain or related inventory/warehouse environments

  • Excellent written and verbal communication skills

  • Interest in hunger or food issues

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

(The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

ENVIRONMENT: Standard office

FINGER DEXTERITY: Requires typing on standard computer.

TALKING: Ability to speak on phone and face to face.

HEARING: Able to hear average or normal conversations and receive ordinary information.

REPETITIVE MOTIONS: Frequent and regular movements using the wrists, hands, and fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to view computer screens and documents.

PHYSICAL STRENGTH: NOT APPLICABLE.

COMMUNICATION AND COGNITIVE REQUIREMENTS

REASONING ABILITY: Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to interpret instructions.

MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.

LANGUAGE ABILITY: Fluency in English. Demonstrated excellence in writing and editing.

SALARY: Competitive pay based on qualifications and experience

BENEFITS: Medical, dental, life, long-term disability, and 403(b) retirement plan with employer base and matching contribution. Generous holidays, vacation, and sick time.

The San Francisco-Marin Food Bank is an Equal Opportunity Employer. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


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We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus) 


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Job Description


We’re looking for experienced financial professionals to join our team dependable team.


Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.


We are dedicated to prudent financial management and impeccable service.


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


Highly self-motivated and self-disciplined with the ability to work effectively and independently.


Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.


Fearless, positive attitude and willingness to be accountable for results.


Organized, detail-oriented, and excellent time-management skills.


Desire for continuous learning.


Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.


Why New York Life?


From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.


Our extensive, agent-focused resources include:


Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.


The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.


Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.


Dedicated underwriters who work diligently on cases.


Committed managers who are dedicated to helping you succeed.


A team of highly-trained and experienced product consultants to support your client acquisition needs.


Significant income potential.


Competitive benefits.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


SMRU 1827569 (Exp. 7/1/20)



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Job Description

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures.

We’re looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude and willingness to be accountable for results
• Organized, detail-oriented and excellent time-management skills
• Desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:
• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
• Dedicated underwriters who work diligently on cases
• Committed managers who don’t sell; instead they’re dedicated to helping you succeed
• A team of highly-trained, experienced product consultants to support your client acquisition needs
• Significant income potential
• Substantial benefits, including a defined benefit pension plan and 401k*


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Job Description


Responsibilities:


Directly support one of GW & Wade’s client Counselors regarding issues such as:



  • Investment portfolio construction and management; long-term investment strategy

  • Income tax planning, including federal and state tax return preparation and tax dispute resolution

  • Public and private company stock, stock options, restricted stock units, and stock purchase plans

  • Retirement and other forward-looking planning

  • Estate plan architecture; gifting strategies; estate and gift taxes


Requirements:



  • One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA

  • 2-3 years of professional experience in finance, accounting, law, and/or taxation

  • Exceptional interpersonal and communication skills: the successful candidate eventually will work with clients, give group presentations, and participate in new business development

  • Works effectively in a team environment

  • Detail oriented and strong organizational ability

  • Extensive Microsoft Office expeience and good overall computer skills


Desired Experience:



  • Knowledge and experience with individual income tax issues & return preparation

  • Experience serving executive/professional clients and exercising a high level of discretion

  • Completed continuing finance education and licensing requirements (Series 65; Certified Financial Planner designation)


Salary commensurate with experience.


Company Description

GW & Wade is an independently managed, fee-based financial advisory firm with $6 billion of assets under management (12/31/18). Our offices are located in Wellesley, MA, Palo Alto, CA, and Reston, VA. Since 1986, GW & Wade has been an industry-leading financial adviser, providing successful executive management teams, individuals and their families with holistic tax planning, retirement planning, estate planning and investment management services.

Please visit www.gwwade.com for more information about the company.


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Job Description


We’re looking for experienced financial professionals to join our team dependable team.


Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.


We are dedicated to prudent financial management and impeccable service.


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


Highly self-motivated and self-disciplined with the ability to work effectively and independently.


Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.


Fearless, positive attitude and willingness to be accountable for results.


Organized, detail-oriented, and excellent time-management skills.


Desire for continuous learning.


Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.


Why New York Life?


From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.


Our extensive, agent-focused resources include:


Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.


The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.


Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.


Dedicated underwriters who work diligently on cases.


Committed managers who are dedicated to helping you succeed.


A team of highly-trained and experienced product consultants to support your client acquisition needs.


Significant income potential.


Competitive benefits.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.


We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


SMRU 1827569 (Exp. 7/1/20)



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Job Description


WHY AXA ADVISORS?
AXA Advisors LLC, a provider of investment and insurance strategies, can help people define and pursue their life, retirement and estate planning strategy goals. Our vision, resources, fundamental belief in training, and the importance of trusted financial professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced financial professional. This remains true for our financial professionals, who can be rewarded personally, professionally and monetarily.

OUR VISION
Our strategy begins and ends with our customers’ needs, goals and aspirations. We are long-term strategists who emphasize guidance, technology and performance to deliver customized strategies to consumers. Our thinking is global, yet our customer-centric focus demands that we seek to meet individual needs on a one-on-one basis. We stress teamwork and have a passion for winning.

OUR RESOURCES
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc. whose other subsidiaries include such recognized brands as AXA Equitable Life Insurance Company, AXA Distributors, LLC and AllianceBernstein, L.P. We are a part of the global AXA Group*, which has 100.0 billion Euros in revenues as of December 31, 20161. The success of the AXA family of brands gives us capabilities and an “opportunistic synergism” which help our clients pursue long-term financial success.

OUR PEOPLE
The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential. Many of our candidates are well known in their communities - in financial, civic and educational circles or through professional and social organizations. Although not a necessity, many possess a “natural market” of friends, family members and professional contacts who may very well be in need of professional financial guidance. A significant number of our financial professionals have attained one or more coveted professional designations, such as CERTIFIED FINANCIAL PLANNER™ professional or Chartered Financial Consultant. Some even have a background or training in the fields of law or accounting. Join AXA Advisors and you could be working side by side with some of the leading minds in the business.


OUR TRAINING PROGRAM
At AXA Advisors we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. New Financial Professionals focus on the core competencies needed to learn the various aspects of the profession, while more experienced professionals enhance their knowledge and skills and pursue professional designations including CERTIFIED FINANCIAL PLANNER™ professional(CFP®) and Chartered Financial Consultant (ChFC).



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

OUR COMPENSATION PROGRAM
Let’s face it. You can’t attract quality people with a second-best compensation package. As an AXA Advisors Financial Professional, you’ll have operational flexibility while being backed by the vast resources and marketing experience of one of the world’s premier financial service organizations. If selected, you’ll enjoy competitive income potential and a generous compensation package that consists of a base pay or full commission model, financial planning fees (upon meeting proper registration/credentialing requirements) and a potential bonus for eligible individuals. You will also benefit from an excellent benefits package for eligible individuals (certain age and service requirements may apply): health and dental coverage options, vision care coverage, stock purchase program, pension and 401(k) (including company-paid profit sharing feature) plan, short-term and, later, long-term disability income insurance coverage options, group term life and optional group universal life insurance coverage.


OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills and FINRA Series 7 and 63 registrations are preferred. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFP®, CPA, ChFC) is a plus.

Come join the ranks of approximately 5,000 Financial Professionals nationwide who are helping people meet their needs and build a better future through a consultative approach to financial services. Apply now for immediate consideration.

Seek a greater challenge and be life confident.

AXA Advisors, LLC, member SIPC and FINRA, is an Equal Opportunity Employer M/F/D/V.


*“AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.


1 12/31/16. AXA is based in France where the official currency is the Euro.


GE 126077 (6/17)(Exp 6/19)



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Job Description


Financial Professional/Financial Advisor* / Registered Representative*


 


Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy and estate planning.


 


Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.


 


You will be in business for yourself – but never by yourself.


 


Qualifications: We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills and effective relationship management skills.


 


Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 20193.


 


Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.


 


 


 


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 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. 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.


 


*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.


 


1 New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.


2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019


3 Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking: https://fortune.com/worlds-most-admired-companies/ To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.


4 Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/.


 


 


 


 


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity


 


SMRU 1822201 7/1/20


 


 


 


Company Description

Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any 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+).


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Job Description


We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


Job description


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


· Highly self-motivated and self-disciplined with the ability to work effectively and independently


· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


· Fearless, positive attitude and willingness to be accountable for results


· Organized, detail-oriented and excellent time-management skills


· Desire for continuous learning


· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


 


Why New York Life?


From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:


· Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


· Dedicated underwriters who work diligently on cases


· Committed managers who don’t sell; instead they’re dedicated to helping you succeed


· A team of highly-trained, experienced product consultants to support your client acquisition needs


· Significant income potential


· Substantial benefits, including a defined benefit pension plan and 401k1


About New York Life


We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency


EOE M/F/D/V/SO


SMRU 1708927 (Exp.07.01.2019)


1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



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Job Description


 


We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.


Job description


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds


As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:


· Highly self-motivated and self-disciplined with the ability to work effectively and independently


· Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others


· Fearless, positive attitude and willingness to be accountable for results


· Organized, detail-oriented and excellent time-management skills


· Desire for continuous learning


· Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner


 


Why New York Life?


From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:


· Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path


· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales


· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support


· Dedicated underwriters who work diligently on cases


· Committed managers who don’t sell; instead they’re dedicated to helping you succeed


· A team of highly-trained, experienced product consultants to support your client acquisition needs


· Significant income potential


· Substantial benefits, including a defined benefit pension plan and 401k1


About New York Life


We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


 


Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency


EOE M/F/D/V/SO


SMRU 1708927 (Exp.07.01.2019)


1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.



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Job Description

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures.

We’re looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude and willingness to be accountable for results
• Organized, detail-oriented and excellent time-management skills
• Desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:
• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
• Dedicated underwriters who work diligently on cases
• Committed managers who don’t sell; instead they’re dedicated to helping you succeed
• A team of highly-trained, experienced product consultants to support your client acquisition needs
• Significant income potential
• Substantial benefits, including a defined benefit pension plan and 401k*


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