Financial Professional

New York Life; Santa Clarita (CA); Hybrid; USD 105,623 - 129,094; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) and pension

Sales incentives and professional development trips

Job summary

A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits including medical and retirement plans. With the ability to positively impact families’ lives and substantial professional development opportunities, this position is suitable for those wanting a meaningful career in financial services. The company has a long history and is committed to the success of its clients.

Qualifications

• Ability to drive positive impact in the lives of families.
• Desire to make a lasting impact on financial well-being.
• Commitment to training and personal development.

Responsibilities

• Help clients navigate complex challenges like retirement.
• Provide peace of mind to clients.
• Utilize digital tools for client engagement.

Skills

Self-discipline

Customer relationship management (CRM)

Communication

Job description

Office locations: Glendale, Pasadena, Newport Beach, Santa Clarita, CA.

Are you a leader who has the following traits?

• Self-disciplined

If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for…

We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer…

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry‑leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full‑time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional‑development trips for our top‑performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day‑to‑day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through our broker‑dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

How we will compensate you. You have the power to determine your own income with our commission‑based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full‑time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

About New York Life…

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long‑term success of our clients.

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

Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)