Financial Services Professional

Join New York Life – Central California office in Fresno as a Financial Professional and help clients build secure financial futures. We are looking for a few new associates to join our team of financial services professionals and financial advisors. Paid Training, Career Development and Licensing Support fully paid and provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner building there book of business and the focus/desire to earn six-figure income yearly.

Compensation Package:

W-2 Position with Full Corporate Benefits
Training Allowance and Activity Stipend
Commissions and Residuals
Bonuses Paid Throughout The Year
Pension (Vested after 5 years)
401K Retirement Benefits Option
Medical, Vision & Dental Insurance Options

What You’ll Do:

Meet with clients to gather financial information and goals
Use our integrated CRM and marketing tools to identify new prospects
Deliver personalized financial strategies based on client needs
Recommend solutions including life insurance, Disability insurance, Long term Care plans, savings/retirement plans, and investments*
Build long-term relationships and trust with clients

What We Offer:

Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
2-3 year in person/hybrid training & mentorship program that help to achieve designations and licenses.
Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.
Marketing, prospecting and tech support and access to integrated systems.
Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies*** for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agents.
A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.
Collaboration with established professionals within the company for high net worth clients and cases.
Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.

Requirements:

Great Communication Skills (Written and Spoken)
Professional Attitude
Pleasant Demeanor/Coachable
Computer Savvy
Strong Networking Skills
Financial Literacy
Pass a Background Check
High ethical standards/Discipline

Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, car salesman, customer service representatives do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a salary + commission. Includes options of Medical, Dental, Vision, 401K and a Pension Plan.

About New York Life:

We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US.

"Most Admired Companies to Work for in America (Finance)" - Fortune (2024)
"Best Finance Companies and Top 50" - Business Insider (2024)
"America's BEST Largest Employers" - Forbes (2024)
"Top Company for Executive Women" - Seramount (2023)
"Top 100 Best Companies" - Seramount (2023)
#1 Ranked Company in leading the Million Dollar Round Table for 70 consecutive years
**MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry
The Only Life Insurance Company Endorsed by AARP

Fast Track to Partner/Management Available contingent upon qualifications

Must be able to commute to Central California General Office located in Fresno.

*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),

A Licensed Insurance Agency and a New York Life Company

Job Types: Full-time, Permanent

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Application Question(s):

Do You have a valid CA Driving License ?

Education:

Bachelor's (Preferred)

Experience:

Sales: 2 years (Preferred)
Management: 1 year (Preferred)

Work Location: In person

New York Life - Fresno

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