Licensed Financial Advisor

New York Life; San Dimas (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Full benefits package

Job summary

New York Life is hiring an Insurance/Financial Sales Agent in San Dimas, California. This role offers a unique opportunity to assist clients in achieving their financial goals while building a rewarding career.

Ideal candidates will possess strong people skills, sales experience, and a desire to help others. The compensation for this position ranges from $60,000 to $120,000 per year based on performance, with full benefits and robust training provided.

Qualifications

• Sales experience preferred.
• Desire to help others.
• Great people skills.

Responsibilities

• Help individuals achieve their financial goals.
• Guide clients toward suitable financial strategies.
• Leverage personal networks to engage the community.

Skills

Great people skills

Sales experience

Strong communication skills

Desire to help others

Strong business acumen

Resiliency and perseverance

Job description

Insurance/Financial Sales Agent

Our role has allowed qualified individuals the opportunity to step into a client’s life to help them achieve their financial goals while building a great career for themselves. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them.

Qualities we look for in our Agents

• Great people skills
• Sales experience preferred
• Enterprising mindset
• Strong communication skills, both written and verbal
• Desire to help others
• Strong business acumen
• Resiliency and perseverance in the face of challenges
• Ability to engage the community and leverage personal networks/contacts

New York Life is a Fortune 100 company that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our agents and advisors to thoughtfully recommend and implement which financial vehicle is right for every client they support.

New York Life provides world‑class training and access to resources and support to build a successful career with an industry leader. Managers enjoy a robust compensation plan that includes a 401(k) plan, pension plan, and a full benefits package with opportunities for advancement. If you have experience in financial services or experience in sales with a desire to enter the financial services industry, New York Life may be the right place for you!

Compensation

$60,000 - $120,000 at plan per year