Insurance and Financial Services Agent

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Always be on the lookout for job scams! Learn more about identity theft Opens in new window Help information , opens a new window. Info First Job Previous Job 1,155 of 6,141 Next Job Last Job Share More Like This Between $69k and $150k Per Year DOE (Depends on Experience) Insurance and Financial Services Agent New York Life Insurance Company

Occupation:

Securities, Commodities, and Financial Services Sales Agents

Location:

Irvine, CA

• 92614

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

01/21/2026 Positions available: 999

Source:

CalJOBS

Web Site:

CalJOBS Onsite /

Remote:

Not Specified

Updated:

02/05/2026

Expires:

01/29/2027 Job #: 19835610 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Education Bachelor's Degree Schedule Full Time Job Type Regular Duration Permanent Employment Public Transit Available Job Description Help for Job Description. Opens a new window. New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional,
• learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role.

You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional,2 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits. If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000

• 150,000 (the minimum salary in California is $68,640.

00; the minimum salary in Washington is $77,968.80; the minimum salary in New York City, Nassau, Suffolk, and Westchester counties is $64,350.00; the minimum salary in the rest of New York State is $60,405.80), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop ("R Ds"). R Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. We're proud to be recognized by the following organizations.6

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity

• Seramount:

  2024 Best Companies for Multicultural Women We're proud of the help we've provided and continue to provide our clients7
• 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
• $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
• $983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over $1.

2 trillion life insurance protection in force (includes term, whole, and universal life) New York Life Insurance Company Is a Private Sector employer https://www.newyorklife.com

Company Profile:

(Confidential) 1,000-4,999 employees Connect with New York Life Insurance Company Other Local Jobs from New York Life Insurance Company Help for Other Local Jobs from. Opens a new window. Change to Grid view Pause Carousel Previous Slide Next Slide Slide 1 Slide 2 Slide 3 Life Insurance New Business Service Representative 93462 New York Life Insurance Company Newport Beach, CA Insurance Sales Agents Regular National Labor Exchange

• 11 weeks ago

Location Designation:

[[cust_rolelocationdesignation]] Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

What You'll Do:

• Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
• Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
• Answer incoming calls, greeting customers and potential agent candidates may be required
• Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

What You'll Bring:

Required Skills

• The ideal candidate should have 2 or more? years of customer service and administrative experience
• Strong computer skills with proficiency in the Microsoft Office Suite
• Demonstrated ability to multitask effectively
• Strong written and verbal communication skills required Preferred Skills

?

• Associates, or Bachelor's degree preferred, or equivalent years of related experience Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing.

Coaching and feedback is provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM

• 5:00 PM during the work week.

Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Pay Transparency Salary Range:

[[cust_salaryRangePosting]] Overtime eligible: [[customString6]] Discretionary bonus eligible: [[cust_merit]] Sales bonus eligible: [[stockPackage]] Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology

• data
• and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees

• and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.

Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Click here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338\0524 HR Talent Acquisition Employee Benefits PDFNYL_FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) . Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here (https://www.newyorklife.com/newsroom/featured-awards) to learn more about New York Life's leadership in this space.? Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers (https://www.newyorklife.com/about/careers/) page of www.

NewYorkLife.com . ?Visit ourLinkedIn (https://www.linkedin.com/company/newyorklife/mycompany/) to see how our employees and agents are leading the industry and impacting communities. Visit ourNewsroom (https://www.newyorklife.com/newsroom) to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID:

[[id]] General Requirements (Outer) Skills (Inner) Specialized (Center) 0% Occupation 0% Education 0% Work Experience 0% Location 0% Salary N/A Job Skills N/A Shift N/A Min. Age N/A Drivers Lic. N/A DL Endorsements N/A Typing N/A Security Clearance N/A Language This chart is used to compare your background against this job to help to determine if you would be a good fit for this position. You match 0% of the General Job Requirements. You match 0% of the Skills Required, and you match 0% of the Specialized Job Requirements. End of interactive chart. View Share Financial Professional New York Life Insurance Company Irvine, CA Personal Financial Advisors Regular Preferred Employer 16 weeks ago Experienced Financial Professional At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs.

These products include:

life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917.6 In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension.7 About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength 2

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's) We're proud of the training we offer 9
• Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity

Latino Leaders:

2022 Best Companies for Latinos to Work For

Human Rights Campaign:

2022 Corporate Equality Index

• Forbes 2022: America's Best Employers for Diversity We're proud of the help we've provided and continue to provide our clients10
• 5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
• $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
• $579 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer
• M/F/Veteran/Disability/Sexual Orientation/Gender Identity General Requirements (Outer) Skills (Inner) Specialized (Center) 0% Occupation 0% Education 0% Work Experience 0% Location 0% Salary N/A Job Skills N/A Shift N/A Min.

Age N/A Drivers Lic. N/A DL Endorsements N/A Typing N/A Security Clearance N/A Language This chart is used to compare your background against this job to help to determine if you would be a good fit for this position. You match 0% of the General Job Requirements. You match 0% of the Skills Required, and you match 0% of the Specialized Job Requirements. End of interactive chart. View Share See all jobs from New York Life Insurance Company Location/Work Site Information Help for Location/Work Site Information. Opens a new window. Cost of Living Calculator Help for Cost of Living Calculator. Opens a new window. Compensation and Benefits Help for Compensation and Benefits. Opens a new window. Job Type and Required Hours Help for Job Type and Required Hours. Opens a new window. Work Experience Help for Work Experience. Opens a new window. Education and Training Help for Education and Training. Opens a new window. Skills Required Help for Skills Required. Opens a new window. Occupation Information for Securities, Commodities, and Financial Services Sales Agents Help for Occupation Information for Securities, Commodities, and Financial Services Sales Agents. Opens a new window. Other Jobs and Employers Career Ladder Help for Career Ladder. Opens a new window. Personal Requirements Help for Personal Requirements. Opens a new window. Nature of the Work Help for Nature of the Work. Opens a new window. Work Values and Activities Help for Work Values and Activities. Opens a new window. Change Job Search Criteria Print Job Order Opens in new window [ Do you have a comment or concern about this job posting? ] About Sign In / Register Home Site Map Site Search Explore CalJOBS Settings Accessibility Statement Preferred Settings Page Preferences Languages Services For Individuals For Employers Labor Market Mobile App Legal Privacy Statement Terms of Use Disclaimer Equal Employment Opportunity Resources Protect Yourself Assistance CalJOBS Contact Us Statewide Sacramento, CA 94280 Copyright © 1998-2026 Geographic Solutions, Inc. All Rights Reserved. Virtual OneStop®

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