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Sales Representative/Financial Advisor TraineeNew York Life • Fresno, California, United States
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Sales Representative/Financial Advisor Trainee

New York Life
  • US
    Fresno, California, United States
  • US
    Fresno, California, United States
Postuler Maintenant

À propos

Join New York Life – Central California office in Fresno as a Financial Services Professional and 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 firm for the right candidates. Our company is growing at a record pace. 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 professionally.
Compensation Package
W-2 Position with Full Corporate Benefits
Training Allowance TAS Salary and Activity Stipend
Commissions and Residuals
Bonuses Paid Throughout The Year
Pension (Vested after 5 years)
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 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.
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 who pay a monthly subscription fee.
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 and cases.
Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.
Requirements
Great Communication Skills (Written and Spoken)
Professional Attitude
Pleasant Demeanor/Coachable
Computer Savvy
Strong Networking Skills
Pass a Background Check
High ethical standards/Discipline
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 do very well here also. 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 base salary + uncapped commissions + renewals. Includes options of Medical, Dental, Vision, 401K and a Pension Plan.
About New York Life We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US.
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
Must be able to commute to Central California General Office located in Fresno.
A Licensed Insurance Agency and a New York Life Company
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  • Fresno, California, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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