Investment Advisor Trainee: Launch Your Six-Figure Career

New York Life Insurance Co.; Fresno (CA); Hybrid; USD 70,000 - 150,000; Full time

Benefits offered by this job

Training program

Uncapped commissions

Bonuses throughout the year

Pension (vested after 5 years)

401K with match

Job summary

New York Life Insurance Co. in Fresno (hybrid) seeks a Financial Professional to help clients build secure financial futures. Training, licensing support, and access to integrated marketing tools are provided for the right candidates to grow a personal book of business.

Great for entrepreneurial-minded individuals aiming to earn six figures with uncapped commissions, bonuses, and a solid benefits package. Must be able to commute to the Central California General Office in Fresno.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build relationships and a book of business.
• Willingness to obtain licenses and designations.
• College degree preferred.

Responsibilities

• Meet with clients to gather financial information and goals.
• Deliver personalized financial strategies based on client needs.
• Identify and pursue new prospects using CRM and marketing tools.
• Build long-term relationships with clients and businesses.

Skills

Communication skills

Networking skills

Coachable/growth mindset

Ethical standards

Computer savvy

Education

Bachelor's degree (preferred)

Tools

CRM

Marketing tools

Integrated systems

Job description

New York Life Insurance Co. in Fresno (hybrid) seeks a Financial Professional to help clients build secure financial futures. Training, licensing support, and access to integrated marketing tools are provided for the right candidates to grow a personal book of business.

Great for entrepreneurial-minded individuals aiming to earn six figures with uncapped commissions, bonuses, and a solid benefits package. Must be able to commute to the Central California General Office in Fresno.