Investment Advisor Trainee/ Financial Sales Professional

New York Life Insurance Company; Fresno (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

W-2 Position with Full Corporate Benefits

Quarterly Stipend Incentive

Uncapped Commissions and Residuals

Pension Plan

Job summary

A leading financial services firm is seeking a Financial Services Professional in Fresno, California. Responsibilities include training, obtaining licenses, and delivering personalized financial strategies to clients. Ideal candidates should possess strong communication skills and a professional attitude, with a bachelor's degree preferred. The position offers a competitive compensation package with uncapped commissions and various benefits, including retirement plans. This role is perfect for those looking to build long-term client relationships in a supportive environment.

Qualifications

• Strong networking skills are essential for building long-term relationships with clients.
• Pleasant demeanor and discipline are required for professional interactions.
• High ethical standards and coachability are critical for this role.

Responsibilities

• Getting trained, obtaining licenses and designations.
• Use integrated CRM tools to identify new prospects.
• Deliver personalized financial strategies based on client needs.

Skills

Great Communication Skills (Written and Spoken)

Professional Attitude

Computer Savvy

Strong Networking Skills

Education

Bachelors degree (Preferred)

Job description

Join New York Life – Central California office in Fresno as a Financial Services Professionaland help clients build secure financial futures. We are looking for a few new associates to join our team of financial professionals and advisors. Training, Development and Licensing Support provided by the company for the right candidates. Our company is growing at a record pace in California & We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner, building a book of business and the focus/desire to earn six-figure income yearly and grow financial practice professionally.

Compensation Package

• W-2 Position with Full Corporate Benefits
• Training Allowance (Base Salary) and Quarterly Stipend Incentive
• Uncapped Commissions and Residuals
• Bonuses Paid Throughout The Year
• Pension (Vested after 5 years)
• Cash Balance Retirement Plan
• 401K Retirement Benefits Option with a 401K match

What You’ll Do

• Getting trained, obtaining licenses and designations
• Use our integrated CRM and marketing tools to identify new prospects
• Meet with clients to gather financial information and goals
• Deliver personalized financial strategies based on client needs
• Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments*
• Build long-term relationships and trust with clients and businesses.

What We Offer

• Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
• 2-3 year in person/hybrid training & mentorship program that help to achieve designations and securities licenses.
• Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.
• Marketing, prospecting and tech support and access to integrated systems along with online SEO and lead generation website.
• Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies* for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agents.
• A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.
• Collaboration with established professionals within the company for high net worth clients/cases.
• Backing of a well established Fortune 100 company with a 180 year legacy & highest industry ratings.

Requirements

• Great Communication Skills (Written and Spoken)
• Professional Attitude
• Pleasant Demeanor/Discipline
• Computer Savvy
• Strong Networking Skills
• Pass a Background Check
• High ethical standards
• Coachable/Growth mindset

Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, car salesman, customer service representatives could be a great fit as well. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a TAS salary + commissions + Renewals/Residuals. Includes options of Medical, Dental, Vision, 401K and a Pension Plan.

About New York Life

• "Most Admired Companies to Work for in America (Finance)" - Fortune (2024)
• "Best Finance Companies and Top 50" - Business Insider (2024)
• "Top Company for Executive Women" - Seramount (2023)
• The Only Life Insurance Company Endorsed by AARP
• #1 Ranked Company in leading the Million Dollar Round Table for 70 consecutive years **MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry

Fast Track to Partner/Management Available contingent upon qualifications

📍Must be able to commute to Central California General Office located in Fresno.

*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),

A Licensed Insurance Agency and a New York Life Company