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NY
New York Life Insurance Company & NYLIFE Securitiess, LLC.
Financial Services Professional
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Manager
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Scorecard
Based on California data
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What they do
A Financial Services Manager manages an organization's financial or insurance services. Supervises other financial services professionals. Coordinates with sales and marketing on financial services placement to customers.
$172,745 / year median in California
-3% projected decline
Job Description
Financial Services Professional New York Life Insurance Company & NYLIFE Securitiess, LLC. - 3.0 San Dimas, CA Job Details Full-time $75,000 - $150,000 a year 19 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) 401(k) matching Professional development assistance Life insurance Retirement plan Qualifications Insurance needs analysis Practice management Business development management Financial sales Financial services customer support Referral-based lead generation Sales referrals Disability insurance sales No experience needed Life insurance knowledge Managing financial planning clients Business development Client retention Financial product expertise Initial Contact (sales skills) Financial goal setting advisory services Prospecting Business development within finance Client acquisition Business planning Life insurance sales Client referrals Insurance sales Relationship building in financial sales Retirement planning advisory services Entry level Under 1 year Full Job Description Financial ProfessionalBuild a Career. Build a Business. Make an Impact. For more than 180 years, New York Life has helped individuals, families, and businesses navigate important financial decisions through changing markets and generations. As a Financial Professional, you'll have the opportunity to build a practice of your own while helping clients protect what matters, prepare for the future, and work toward their financial goals—with the training, resources, and backing of a Fortune 100 company. Previous financial services experience is not required. We're looking for motivated professionals who are willing to learn, build relationships, and develop a long-term career. What You'll Do As a Financial Professional, you'll: Develop your own client base through networking, referrals, and community involvement Build long-term relationships with individuals, families, and business owners Guide clients through important financial decisions involving protection, retirement, education, and other financial goals Offer tailored solutions across insurance and financial products Provide ongoing service as clients' needs evolve Continue developing your knowledge and skills through training, coaching, and real-world experience One of the unique aspects of this career is that your work can compound over time. Rather than starting over each year, you're building relationships and a practice that can continue to grow throughout your career. What Sets This Opportunity Apart Training & Development Structured onboarding, licensing support, ongoing coaching, and opportunities to pursue professional credentials. Financial Support This is a performance-based career, but eligible Financial Professionals may also qualify for training allowances and additional incentives during the development of their practice. Bonus opportunities may also be available based on eligibility and performance. Resources & Tools Access experienced professionals, institutional knowledge, proven best practices, and sales, prospecting, and marketing tools designed to help you attract and retain clients. Build Your Own Practice Develop a client base and long-term practice with the resources and support of an established financial services organization. Career Path Flexibility As your career develops, opportunities exist to expand into areas such as wealth management, estate planning, business solutions, and leadership. Additional licensing and qualification requirements apply to certain career paths and services. Products & Solutions New York Life and its subsidiaries offer a broad range of solutions that allow Financial Professionals to help clients address needs including: Life insurance Retirement planning Annuities Long-term care planning Disability income protection Business planning Wealth accumulation and protection As Financial Professionals obtain additional licenses and meet applicable requirements, the scope of solutions and services they can provide can continue to expand. Who We're Looking For We're interested in professionals who are: Self-motivated and willing to take initiative Strong communicators who enjoy building relationships Coachable and open to feedback Resilient and comfortable being accountable for results Interested in continuous learning and professional development Looking to build something long-term rather than simply find their next short-term role Experience in sales, business development, management, customer service, recruiting, education, healthcare, athletics, hospitality, banking, or entrepreneurship can translate well, but prior financial services experience is not required. Compensation & Benefits Pay range listed on