Chinese Speaking Financial Service Professional/Financial Advisor

New York Life Insurance Co.

Pasadena (CA)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Health/Dental/Life/Disability coverage

Retirement package

Licensing sponsorship

Significant income potential

Job summary

New York Life Insurance Co. in Pasadena, CA seeks a client-facing Financial Professional to help individuals identify, define, and work toward long-term financial objectives. The role provides access to a comprehensive suite of financial products, along with structured training and ongoing support through NYLIC University.

The position offers career growth within a nationwide team spanning insurance, investments, estate planning and business planning, with strong development opportunities.

Qualifications

BA or BS degree from a four-year institution (preferred).
Prior financial services background not required.
Chinese bilingual skills are a plus, but not required.
Highly self-motivated and able to work effectively with little supervision.

Responsibilities

Collaborate with clients to identify, outline, and pursue their financial goals.
Provide a comprehensive array of financial products and services to support development of a sound, long-term financial strategy.

Skills

Client communication

Financial goal setting

Long-term planning

Education

BA or BS degree (preferred)

Job description

In this client-facing role, you will help individuals identify, define, and work toward long-term financial objectives while guiding them through a sound financial strategy. The position is based in Pasadena, CA and includes structured training and ongoing support through NYLIC University.

Role Overview

Financial Professionals partner with clients to clarify financial goals and translate them into actionable, long-term planning. The role provides access to a comprehensive set of financial products and services, along with training, support, and professional development.

Key Responsibilities

Collaborate with clients to identify, outline, and pursue their financial goals.
Provide a comprehensive array of financial products and services to support development of a sound, long-term financial strategy.

Location and Compensation

Location: Pasadena, CA (onsite)
Salary: USD 60,000 - 80,000 per year

Qualifications

BA or BS degree from a four-year institution (preferred)
Prior financial services background not required
Chinese bilingual skills are a plus, but not required
Highly self-motivated and self-disciplined, with the ability to work effectively with little or no supervision

Training, Support and Professional Development

Training is delivered through NYLIC University, described as one of the most comprehensive and well-respected programs in the industry. You will also benefit from a nationwide team with experience across insurance, investments, estate planning, and family and business planning.

NYLIC University offers comprehensive training and professional development.
Ideal candidates are community-minded, competitive, and able to communicate effectively while demonstrating outstanding character and integrity.

Benefits

Significant income potential
Comprehensive Health/Dental/Life/Disability coverage
Retirement package and pension plans
Sponsorship of licensing and industry credentials
2015 average income for top 5 Managing Partners is approximately $2,508,400
First year average income of new representatives is approximately $65,000

Career Advancement

After two years as a successful agent, additional opportunities may include roles such as Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Company Recognitions