Financial Services Professional

Location: Los Angeles, CA

Type: Full Time

Min. Experience: Entry Level

New York Life Culture:

How a company feels is important to consider as you search for career opportunities. You’ll be spending a lot of time at your new company—you want it to be a good fit. And New York Life feels different than other companies. We’re passionate about serving our customers. We collaborate. We give back. We deliver our best, but never at the expense of our values. If those things are important to you, then consider New York Life.

Working as a financial professional for New York Life offers men and women the opportunity to provide vital insurance protection and financial guidance to the people in their communities, while also enjoying flexibility, independence, a generous benefits package and significant earnings potential.

 

About New York Life:

New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).**

 

Duties:

  • Develop and execute strategic plans
  • Schedule appointments and meet with client
  • Provide financial analysis on clients' portfolio
  • Present recommendations to help clients meet their financial goals
  • Provide ongoing customer service and support to existing clients

 

Nice to Have:

  • Outgoing personality with the ability to develop relationships (i.e., “People Person")
  • Strong presentation skills
  • Highly self-motivated and self-disciplined
  • Organized with excellent time-management skills
  • Positive attitude
  • Quick learner
  • Good communicator

 

Benefits:

  • Los Angeles General Office representatives’ first year average income is approximately $80,000
  • 2011 average income for top 5 Managing Partners is approximately $2,470,000
  • Health/Dental/Life/Disability
  • 401(k) plan and Pension Plan
  • Continuing education reimbursement
  • Reimbursement for industry designations
  • Discounts from major wireless carriers
  • Local discounts (based on location) for gym memberships
  • Training - NYLIC University: One of the most comprehensive and well-respected training programs in the industry
  • Career Advancement - After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training
  • Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed
  • On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application

 

New York Life Recognitions:

  • Ranks #71 on the Fortune 500 list for 2011
  • Profiles in Diversity Journal  - 2011 Diversity Leader Award
  • 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women
  • Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality

 

*Based on revenue as reported by “Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, May 21, 2012.  See http://www.money.cnn.com/magazines/fortune/fortune500/2012/faq/ for methodology.
**Source: Individual Third Party Ratings Report as of 6/22/12.

Sales, Insurance, Customer Service, Agent

Forward this Position
Recipient email address (one)
Your name
Your email address
Enter a message (optional)

How to Apply

To be considered for this position, send your resume to steve.k.tran@gmail.com. Be sure to include the job title in the subject.