Financial Advisor: Flexible Schedule & Career Growth

New York Life Insurance Company; San Jose (CA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, Life, and Disability Insurance

401(k) plan

Course reimbursement for industry designations

Job summary

A leading financial services firm in San Jose is seeking motivated individuals to join their team as Financial Advisors. Ideal candidates will manage their own schedules, develop client relationships, and implement effective marketing plans. This role offers significant income potential, comprehensive training, and continuous support. Previous industry experience is not required, as the company will provide required licensing and support.

Qualifications

• Organized, detail-oriented, with excellent time management skills.
• Strong sales, leadership, and communication skills.
• Ability to work in a team-based environment.

Responsibilities

• Build relationships with clients beyond a transactional basis.
• Develop and implement business and marketing plans.
• Discuss financial concerns and present solutions.

Skills

Sales ability

Leadership

Communication

Relationship building

Time management

Education

Life & Health Insurance License

Job description

A leading financial services firm in San Jose is seeking motivated individuals to join their team as Financial Advisors. Ideal candidates will manage their own schedules, develop client relationships, and implement effective marketing plans. This role offers significant income potential, comprehensive training, and continuous support. Previous industry experience is not required, as the company will provide required licensing and support.