Financial Planning & Insurance Advisor

New York Life Insurance Co.; Pasadena (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fast Track to Management

Comprehensive training program

Job summary

New York Life Insurance Co. seeks a motivated Insurance Agent to help clients reach their financial goals using a broad range of products.

You will guide individuals, families, and businesses toward tailored financial strategies while building a solid career through ongoing training and support. The role emphasizes one-on-one guidance, community engagement, and leveraging personal networks to grow the client base.

Qualifications

• Sales experience preferred – entrepreneurial mindset.
• Strong communication skills.
• Desire to help others.
• Strong business acumen.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.

Responsibilities

• Help clients achieve their financial goals using New York Life’s product lines.
• Guide individuals, families, and businesses toward appropriate financial strategies.
• Provide one-on-one support and guidance to agents under management.
• Participate in training and development programs to stay current with products and services.
• Build and leverage personal networks to grow client base and business opportunities.

Skills

Sales experience

Communication skills

Desire to help others

Business acumen

Perseverance

Community networking

Job description

New York Life Insurance Co. seeks a motivated Insurance Agent to help clients reach their financial goals using a broad range of products.

You will guide individuals, families, and businesses toward tailored financial strategies while building a solid career through ongoing training and support. The role emphasizes one-on-one guidance, community engagement, and leveraging personal networks to grow the client base.