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Financial Professional

4 months ago

Alhambra, United States The Ladders Full time
Description

Hybrid Remote at San Dimas, CA

New York Life Financial Professional

As a New York Life Financial Professional (Agent), you will build up your personal career path and develop your client base in the SoCal area by helping clients and their families with their insurance and financial needs. You will be responsible for providing your clients with professional guidance and product solutions to help meet their Insurance, Retirement Planning, College Funding, and Investment needs[1].

We offer:
  • Opportunities for growing compensation and significant income potential.
  • Full benefits[2] include but are not limited to Health/Life/Disability/Dental/Vision insurance, 401k, and a retirement pension plan[3].
  • Online courses for preparing for the state Health & Life Insurance License exams[4].
  • NYLIC-U training program for agents' professional training and development.
  • A variety of quality products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products[1].
  • Online platform with digital tools for work assistance, marketing support, and client services.
  • A team of highly trained and experienced product consultants to support your business growth.


[1] Investment products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC, a member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life company.

[2] Specific terms, such as eligibility and benefits, are determined under the terms of the relevant plan documents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

[3] Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

[4] All state insurance licensing exams are administered in English only.

* New York Life ranks 72 on the prestigious Fortune 500 list for 2022 based on revenue of the prior year. Source: Fortune magazine May 2022

** New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policy owners who purchase its participating products. These policy owners share certain membership rights, such as voting in the board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.

Responsibilities
• Develop marketing plans and achieve business goals.
• Prospect for potential clients and maintain client relationships.
• Discuss the financial concerns and needs of individuals and their families.
• Present professional solutions with New York Life products and services that can best meet the needs of the client.
• Develop your professional skills and knowledge through the New York Life Insurance Company University (NYLIC-U) training courses and other channels including training at the General Office and through mentoring with established agents and joining agent study groups.

Qualifications

Requirements and Preferences:
• US work authorization is Required.
• Bachelor's degree Preferred.
• Bilingual with Chinese/Korean/Vietnamese preferred.
• Health & Life Insurance License holder preferred (Not Required).
• 1-3 years of Sales or Financial Advisor Experience preferred.

Skills (possessed or willingness to acquire):
• Effective communication skills and outgoing personality with the ability to develop relationships.
• Highly self-motivated and self-disciplined in order to attain goals.
• Organized, detail-oriented, and excellent time-management skills.