Impactful Financial Advisor – Build Wealth & Security

New York Life; San Jose (CA); On-site; USD 117,000; Full time

Benefits offered by this job

Health insurance

401(k) and pension plans

Professional development trips

Job summary

A leading financial services provider is looking for insurance agents in San Jose, California. This is a career that offers training in marketing and client management, along with tools to help agents succeed. Agents can expect competitive compensation with potential earnings averaging over $117,000 annually, along with a range of benefits. The position provides a chance to make a positive impact on clients’ lives while ensuring their financial security. Interested candidates should be motivated and self-disciplined.

Qualifications

• Desire to make a lasting impact on financial well-being of clients.
• Willingness to pursue training and professional designations.
• Strong communication skills for client interactions.

Responsibilities

• Guide clients through financial decisions.
• Provide insurance solutions tailored to client needs.
• Develop and maintain client relationships.

Skills

Self‑discipline

Communication

Customer relationship management

Marketing skills

Job description

A leading financial services provider is looking for insurance agents in San Jose, California. This is a career that offers training in marketing and client management, along with tools to help agents succeed. Agents can expect competitive compensation with potential earnings averaging over $117,000 annually, along with a range of benefits. The position provides a chance to make a positive impact on clients’ lives while ensuring their financial security. Interested candidates should be motivated and self-disciplined.