A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Insurance and Investment Consultant (Entrepreneurial Career)
Location:
OC/LA (Applicants must reside in California)
Job Type:
Hybrid/Full-Time Build a Career. Build a Business. Make an Impact. Are you an ambitious, self-motivated professional looking for more than just another job? At New York Life, you'll have the opportunity to build your own financial services practice while helping individuals, families, and business owners protect what matters most. Whether your goal is financial independence, professional growth, or becoming a leader, we'll provide the training, mentorship, and resources to help you succeed. No previous financial services experience is required. We provide comprehensive training and support for motivated professionals ready to build a long-term career. Why Join New York Life? New York Life is one of the most respected financial services companies in the country. Ranked on the Fortune 500 Named one of Fortune's Most Admired Companies Recognized by Forbes as one of America's Best Large Employers Named one of Business Insider's Best Finance Companies #1 company in Million Dollar Round Table (MDRT) membership for over 70 consecutive years• The only life insurance company endorsed by AARP What We Offer Comprehensive training through New York Life University, including Harvard Business School curriculum One-on-one mentorship from experienced leaders Competitive commission structure with unlimited earning potential Average established Southern California agent earnings of approximately $149,800 annually Opportunities to build your own book of business Clearly defined leadership and management career path Industry-leading technology, CRM, and marketing support Access to a comprehensive portfolio of financial products Medical, Dental, Vision, 401(k), Roth 401(k), and Pension Plan for eligible professionals What You'll Do As a Financial & Insurance Advisor, you'll help clients develop personalized financial strategies by offering solutions such as: Life Insurance Retirement Planning Fixed Annuities Long-Term Care Insurance Wealth Protection Strategies Business Planning Solutions You'll also: Build relationships through networking and referrals Develop and grow your own client base Conduct financial needs analyses Educate clients on insurance and financial solutions Create customized financial strategies Deliver exceptional ongoing client service Continue developing your business through professional coaching and training Who We're Looking For We're seeking professionals who are: Entrepreneurial and self-motivated Strong communicators who enjoy building relationships Goal-oriented and coachable Interested in business development and sales Passionate about helping others achieve financial security Resilient, disciplined, and driven to succeed Preferred Qualifications Bachelor's degree preferred but not required Sales, customer service, business development, recruiting, banking, hospitality, education, healthcare, or management experience is a plus Ability to network within your community and build professional relationships Why Financial Professionals Choose New York Life Since 1845, New York Life has helped individuals, families, and businesses protect their financial futures. As the largest mutual life insurance company in the United States, our long-term financial strength and commitment to clients have made us one of the most trusted names in the industry. When you join New York Life, you're not simply accepting a job—you'll have the opportunity to build your own business with the support, resources, training, and stability of an industry leader. Certain eligibility requirements apply to benefits and retirement programs. Average earnings represent established Southern California agents and are not guaranteed. Individual results vary based on performance.
California Applicants Only Job Type:
Full-time Pay:
$75,000.00 - $250,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Parental leave Work from home
Education:
Bachelor's (Required)
Experience:
Sales:
3 years (Required) Business development: 3 years (Preferred) Financial services: 3 years (Preferred) Ability to
