Financial Professional

New York Life; Burbank (CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Pension benefits

Job summary

New York Life in Burbank is seeking a self-disciplined insurance agent dedicated to helping families secure their financial future. In this role, you will develop a client portfolio, conduct needs-analysis meetings, and build long-term relationships with clients while achieving sales targets.

The role offers a commission-based income potential exceeding $100,000 after meeting production requirements, along with benefits like medical, dental, and 401(k) plans.

Qualifications

• Strong communication and interpersonal skills required.
• Self-disciplined and driven by results.
• Understanding of retirement and college savings concepts essential.

Responsibilities

• Develop and maintain a client portfolio providing life insurance solutions.
• Conduct needs-analysis meetings to assess financial goals.
• Achieve sales targets and comply with regulatory requirements.

Skills

Self-disciplined

Strong communication skills

Interpersonal skills

Understanding of financial planning concepts

Results-driven

Job description

Overview

We’re looking for an insurance agent who is self‑disciplined, goal‑oriented, and committed to helping families secure their financial future. As part of the New York Life team, you’ll guide clients toward retirement, college savings, and other life insurance solutions.

Responsibilities

• Develop and maintain a client portfolio, providing life insurance and annuity solutions.
• Conduct needs‑analysis meetings to assess clients’ financial goals and recommend appropriate products.
• Build and nurture long‑term relationships with clients, ensuring ongoing peace of mind.
• Achieve sales production targets and comply with all regulatory and compliance requirements.
• Leverage digital tools and marketing resources to prospect and retain clients.

Qualifications

• Self‑disciplined and driven by results.
• Strong communication and interpersonal skills.
• Understanding of financial planning concepts such as retirement, college savings, and long‑term care.
• Ability to meet or exceed sales production goals.
• Qualifying licenses or willingness to obtain FINRA, state, or other necessary designations.

Compensation & Benefits

Commission‑based structure with the potential to earn an average income of over $100,000 after meeting production requirements.

Full‑time agents qualify for medical, dental, vision, life, disability insurance, 401(k) and pension benefits.

About New York Life

New York Life is a Fortune 100, mutual company with a 175‑year history of protecting families and providing financial solutions.

New York Life is an Equal Opportunity Employer.