Entry-level Financial Advisor
Job
New York Life - Roseville
Sacramento, CA (In Person)
$105,000 Salary, Full-Time
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Job Description
Entry-level Financial Advisor New York Life
- Roseville Sacramento, CA $85,000
- $125,000 a year
- Full-time $85,000
- $125,000 a year
- Full-time Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
Training, Support, and Professional Development:
New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (memberFINRA/SIPC
), A Licensed Insurance Agency- Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2
Source:
Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.
SOURCE:
MDRT as of 7/1/2019 4- Based on revenue as reported by "Fortune 500 ranked within
Industries, Insurance:
Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/Compensation:
$85,000- $125,000 yearly
Responsibilities:
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Create customized financial plans using the products and services we offer based on each client's potential life and financial needs Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectivesQualifications:
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Must have the ability to successfully network and prospect for new clients Must have effective relationship management skills Must be located in Greater Sacramento Region (Northern California) to be considered About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, 5.5 millionLIVES PROTECTED
. Includes all owners of helping generations of Americans protect their families and individual life insurance and annuity policies attain their financial goals. As a mutual company, we are $938 millionLIFETIME ANNUITY INCOME PAID.
Includes being accountable only to our policyholders, not to Wall Street, and all payouts on individual income annuity products. outside investors. We are focused on the long-term success $4.9 billionIN LIVING BENEFITS AWARDED.
Includes clients. Life and annuity cash value, accumulation, and qualifying policy dividends paid. Dividends are not guaranteed. Awards & Accolades... Over $1.1 trillionLIFE INSURANCE PROTECTION
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