Financial Advisor - Associate

Are you a natural leader? Do you possess the following traits? Driven Entrepreneurial Coachable Communicative Self-disciplined Competitive If so, consider becoming an Insurance Agent with New York Life and NYLIFE Securities! You will have the opportunity to make a meaningful impact on the lives of families, while building a career with purpose.

What We're Looking For:

We seek individuals passionate about helping families and businesses navigate important financial decisions such as retirement planning, saving for college, and managing financial risks. This is more than just a sales role—it's a rewarding career that allows you to grow personally and professionally.

What We Offer:

Training & Development:

Access to an industry-leading learning platform, personalized coaching, and financial professional certifications. We'll also subsidize your training during the first two years to help you grow your business.

Digital Tools & Support:

Utilize a range of digital sales, prospecting, and marketing tools to attract and retain clients. Get ongoing support from a dedicated team.

Products & Solutions:

Life insurance, annuities, long-term care, disability income insurance, investment products, and more—tailor solutions to your clients' needs, including the opportunity to specialize as a financial advisor.

Compensation:

Commission-based pay, with the potential to earn based on individual performance. Average 2020 income: $91,351 (actual income varies).

Your Role:

Develop personalized financial plans for clients Provide advice on investments, estate planning, and tax strategies Build and nurture client relationships through effective communication Stay updated on market trends and financial regulations Collaborate with marketing teams to attract new clients

About New York Life:

Established in 1845 , New York Life is a Fortune 100 company with a long legacy of helping families protect their financial futures. Rated A++ by A.M. Best, AAA by Fitch, Aaa by Moody's, and AA+ by S&P. Recognized for our diversity, financial strength, and commitment to client success. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Compensation figures and benefits outlined above are subject to change. Benefits include medical, dental, vision, 401(k), and pension.

Job Types:

Full-time, Contract Pay:

$82,017.00 - $150,613.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Life insurance Matching gift program Paid training Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Compensation Package:

Bonus opportunities Commission pay Profit sharing Ability to commute/relocate: San Mateo, CA 94404: Reliably commute or planning to relocate before starting work (Required)

Education:

High school or equivalent (Required)

Experience:

Sales:

2 years (Required)

Work Location:

Hybrid remote in San Mateo, CA 94404