Bilingual - Financial Services Professional

1 month ago

Anaheim, United States New York Life Insurance Company Full time

The New York Life Insurance Agent’s role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are.


What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients.

• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.

• Promote customized ways for clients to achieve their long-term financial goals.

• Cultivating relationships, with a view to helping every family member or individual pursue financial security

• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.

• Providing compassion and guidance to clients when unfortunate life circumstances arise.

• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time.


Qualities that we look for in our Agents:

• Sales experience preferred, but not required.

• Entrepreneurial mindset.

• Strong communication skills both written and verbal.

• Desire to help families and businesses to address their financial needs.

• Strong business acumen.

• Professional business demeanor.

• Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts


How we will compensate you:

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.1 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.2


New York Life has been helping generations of Americans attaining their financial goals through our natiowide agent force for more than 175 years. Our agents’ abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with tested processes and is actively immersed with you in achieving your desired career objectives.


Build relationships with clients and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families and businesses towards the financial goals that they envision. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities.


1 Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied.

2 This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.


SMRU 5058863.2

  • Financial Services Professional

    2 weeks ago

    Anaheim, United States Global Financial Impact - Alyssa Harrop Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Services Professional

    3 weeks ago

    Anaheim, United States Global Financial Impact - Alyssa Harrop Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Services Professional

    4 weeks ago

    Anaheim, United States New York Life Full time

    Description Are you a talented Financial Services Professional looking to make an impact in Anaheim, CA? Join our team at New York Life where we are passionate about providing exceptional financial services and solutions to our valued clients. As a Financial Services Professional with us, you will play a crucial role in assisting individuals and families in...

  • Financial Services Professional

    4 days ago

    Anaheim, United States New York Life - Anaheim Full time

    New York Life is looking for a Financial Services Professional to join our team in Anaheim, CA. We are dedicated to delivering top-notch financial services and solutions to our clients. As a Financial Services Professional, you will have a key role in helping individuals and families plan for their financial futures. Your enthusiasm for finance, commitment...

  • Financial Services Professional

    6 days ago

    Anaheim, United States New York Life - Anaheim Full time

    Are you a talented Financial Services Professional looking to make an impact in Anaheim, CA? Join our team at New York Life where we are passionate about providing exceptional financial services and solutions to our valued clients. As a Financial Services Professional with us, you will play a crucial role in assisting individuals and families in planning for...

  • Sales Associate

    2 months ago

    Anaheim, United States Ria Financial Full time

    As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400 k locations in 165 countries, we have adopted the true identity Sales Associate, Spanish, Bilingual, Sales, Associate, Customer Service

  • Insurance Agent

    2 weeks ago

    Anaheim, United States New York Life Insurance Company Full time

    Insurance Agent, New York Life Insurance Company  The New York Life Insurance Agent’s role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are. What is...

  • Customer Service Representative

    1 week ago

    Anaheim, California, United States LOBEL FINANCIAL Full time

    Join one of the top 20 auto finance companies in the industry and grow with us We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop their skills so they have the opportunity to advance within the organization. Lobel Financial...

  • Client Services Representative II

    2 months ago

    Anaheim, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Spanish, Bilingual, Representative, Financial, Solutions Advisor, Retail, Banking

  • DealWriter Support Representative

    1 month ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop, then partner with Lobel.Job DescriptionThe DealWriter Support Representative serves as a...

  • DealWriter Support Representative

    4 weeks ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop, then partner with Lobel.Job DescriptionThe DealWriter Support Representative serves as a...

  • Customer Service Representative

    3 weeks ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop their skills so they have the opportunity to advance within the organization. **Basic...

  • DealWriter Support Representative

    2 weeks ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop, then partner with Lobel.Job DescriptionThe DealWriter Support Representative serves as a...

  • Customer Service Representative

    1 month ago

    Anaheim, United States Uline Full time

    Process customer orders and inquiries in a collaborative call center using world-class technology. Communicate with customers over phone, email and chat. Help customers navigate Uline's website and online ordering. Become a product and solutions expe Customer Service Representative, Customer Service, Bilingual, Representative, Retail

  • Receptionist

    3 weeks ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop, then partner with Lobel. **Position Summary** **Basic Responsibilities** - Answer, screen...

  • Client Services Representative II

    2 months ago

    Anaheim, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Client Services Representative II

    4 weeks ago

    Anaheim, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Financial Risk Specialist

    3 weeks ago

    Anaheim, United States Lobel Financial Full time

    Lobel Financial is a California based full-service motor vehicle sales finance company specializing in sub-prime and non-prime auto loans. We purchase auto loans from a variety of dealerships in several states across the country. At Lobel Financial you will experience an exciting, fast paced work environment. We offer generous compensation packages with...

  • Collections Specialist

    3 weeks ago

    Anaheim, United States Lobel Financial Full time

    Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop their skills so they have the opportunity to advance within the organization. **Basic...

  • Financial Consultant

    1 day ago

    Anaheim, United States One Pacific Financial Strategies Full time

    **CONSIDERING CANDIDATES **_**CURRENTLY RESIDING**_ **IN ANAHEIM HILLS, CA AND SURROUNDING AREAS ONLY** **Job Summary** **FINANCIAL CONSULTANT - REQUIREMENTS** - _**REQUIRED - completed four-year bachelors college degree**_ - _**Must be a US Citizen or permanent resident**_ - _**Desire for optimal work/life balance career.**_ - _**Remote & work from home...