Multilingual Financial Consultant

2 weeks ago


San Ramon, California, United States New York Life Full time

Are you a visionary with these traits?

  • Ambitious
  • Innovative
  • Receptive to feedback
  • Articulate
  • Self-motivated
  • Genuine

If you resonate with these qualities, consider the opportunity of becoming a financial consultant at New York Life, where you can make a meaningful difference in the lives of families every day. As a prominent player in the financial services industry, New York Life is committed to your growth from the outset, providing training in vital skills such as marketing, client relationship management, and effective communication. You will also benefit from a dedicated development team and sales support to ensure your success.

What we are looking for...

We seek individuals who aspire to have a lasting influence on the financial health of individuals, families, and small enterprises. This role transcends mere sales; it is a purposeful journey filled with opportunities. You will bring reassurance to your clients by guiding them through intricate challenges such as retirement planning and educational savings. As a financial consultant, you will witness the positive impacts of your work for years, growing both personally and professionally alongside your clients.

What we offer...

  • Comprehensive training and development
    • We will equip you through various channels, including an advanced learning platform, personalized coaching from industry experts, and the chance to earn professional designations. In your initial years, we will provide financial support for your training, offering additional resources to assist you as you complete our training program and expand your client base. High-performing consultants can anticipate sales incentives and career advancement opportunities.
  • Digital resources
    • Alongside training and support, New York Life will provide you with essential tools for daily operations, including access to on-demand experts and a suite of digital sales, prospecting, and marketing tools to help you engage and retain clients through various online platforms.
  • Products and services
    • In collaboration with its subsidiaries, New York Life offers a diverse range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment options like mutual funds. Through our broker-dealer division, NYLIFE Securities LLC, and Licensed Insurance Agency, we ensure that the solutions you develop with your clients align with their financial goals. Additionally, you can specialize and deepen your expertise in various areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, which provides wealth management, estate planning strategies, and business solutions.
  • Supportive environment
    • Upon joining New York Life, you will become part of a strong community with support options like study groups, mentorship, and various ways to connect with fellow consultants.
  • Compensation structure
    • You have the opportunity to influence your earnings through our commission-based model. The average income among our diverse consultant base reflects individual performance, with additional benefits such as medical, dental, vision, a 401(k), and pension plans included.

About New York Life...

New York Life, a leading company with a long-standing history of making a positive impact, has been dedicated to serving clients for over 175 years, protecting families and assisting individuals in achieving their financial aspirations across generations. As a mutual company, we prioritize our policyholders' interests over external stakeholders, focusing on the long-term success of our clients.

Awards & Recognition...

  • Financial stability
    • A++ Superior (A.M. Best)
      AAA Exceptionally Strong (Fitch)
      Aaa Exceptional (Moody's)
      AA+ Very Strong (Standard & Poor's)
  • Industry accolades
    • New York Life recognized as a 2021 'Elite Gold Organization' by Chief Learning Officer magazine
      Training Magazine's Training Top 100 for 2021
  • Diversity recognition
    • Human Rights Campaign: 2022 Corporate Equality Index
      Forbes 2022: America's Best Employers for Diversity
      Latino Leaders 2022 Best Companies for Latinos to Work
  • Client impact statistics
    • 5.5 million lives safeguarded through individual life insurance and annuity policies
      $938 million lifetime annuity income distributed to individuals
      $4.9 billion in living benefits provided through life and annuity products
      Over $1.1 trillion in life insurance protection in force, covering term, whole, and universal life policies

New York Life is an Equal Opportunity Employer—where everyone, regardless of gender, background, or orientation, has an equal opportunity to thrive.



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