Financial Professional

New York Life; Fremont (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Commission-based income

Training and support

Job summary

New York Life is looking for a Financial Professional who will help clients navigate their financial decisions while building their own practice. This role is supported by extensive training and resources, allowing agents to develop independence after two years. Financial professionals can earn a commission-based income, with the average earning around $120,555 in 2024 for those meeting sales targets.

Located in Fremont, California, this position offers the flexibility to specialize in various areas of financial services, including wealth management and estate planning. Eligible candidates will receive health and dental benefits, along with a 401(k) plan.

Qualifications

• Individuals should be interested in long-term learning and personal growth.
• Strong relationship building capabilities are essential.
• Candidates should thrive in a commission-based income structure.

Responsibilities

• Develop a client base through networking, referrals, and community involvement.
• Offer tailored financial solutions to clients.
• Guide clients through key financial decisions.

Skills

Self-motivated

Strong communication

Coachable

Job description

Greater San Francisco office locations include San Francisco, San Mateo, and Fremont, California.

Build a career that’s designed to last.

For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.

As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

What You’ll Do

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart

• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages.
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services.

What We Look For

• Self‑motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long‑term learning and growth, not just a short‑term role
• You have the power to determine your own income with our commission‑based compensation
• In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income.
• Benefits for eligible full‑time agents include medical, dental, life and long‑term disability coverages, 401(k), and pension.

For more information about commission‑based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Take the Next Step

If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation.

The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply.