Financial Professional

3 months ago


Fresno, United States New York Life Insurance Company Full time
Job DescriptionJob Description

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

Company DescriptionAbout New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping
generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only
to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare
for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades
We’re proud of our financial strength3
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry4
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5
• Training Magazine’s Training Top 100 for 20216
We’re proud to be recognized by organizations that also value diversity
• Latino Leaders: 2022 Best Companies for Latinos to Work
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients7
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)Company DescriptionAbout New York Life\r
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping\r
generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only\r
to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare\r
for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
Awards & Accolades\r
We’re proud of our financial strength3\r
• A++ Superior (A.M. Best)\r
• AAA Exceptionally Strong (Fitch)\r
• Aaa Exceptional (Moody’s)\r
• AA+ Very Strong (Standard & Poor’s)\r
We’re proud of our positions in the industry4\r
• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5\r
• Training Magazine’s Training Top 100 for 20216\r
We’re proud to be recognized by organizations that also value diversity\r
• Latino Leaders: 2022 Best Companies for Latinos to Work\r
• Human Rights Campaign: 2022 Corporate Equality Index\r
• Forbes 2022: America’s Best Employers for Diversity\r
We’re proud of the help we’ve provided and continue to provide our clients7\r
• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r
Dividends are not guaranteed)\r
• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

  • Fresno, California, United States Creative Financial Staffing Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Professional to join our dynamic finance team at Creative Financial Staffing. This role plays a critical part in providing financial insights, analysis, and strategic recommendations to support business decisions.


  • Fresno, California, United States Principal Financial Group Full time

    Company OverviewA FORTUNE 500 company, known for innovative ideas and tailored solutions to help customers make financial progress, regardless of income, business, or portfolio size. SalaryOur team offers a base salary, expense allowance, and the potential for sales-based compensation. With experience, you'll transition to an independent contracted financial...


  • Fresno, California, United States Creative Financial Staffing Full time

    Overview of the Accounts Receivable Specialist RoleWe are seeking a highly skilled Accounts Receivable Specialist to join our team at Creative Financial Staffing in Fresno County. As an experienced professional, you will be responsible for managing customer accounts and ensuring timely payment.The successful candidate will have excellent communication...


  • Fresno, California, United States Creative Financial Staffing Full time

    Exciting Opportunity for a Seasoned Financial LeaderThe ideal candidate will have a strong background in finance and leadership, with experience developing and implementing financial strategies to support organizational goals.About the Role:Develop and monitor financial strategies to support business objectivesPrepare comprehensive financial statements,...


  • Fresno, California, United States Principal Financial Group Full time

    Financial Career OpportunitiesIf you have an entrepreneurial spirit and a desire to help others, consider a career as a financial professional. Our team offers a unique opportunity to start your own business and provide guidance on building, protecting, and advancing financial wellbeing. You'll receive a base salary, expense allowance, and the potential for...


  • Fresno, California, United States Creative Financial Staffing Full time

    About Creative Financial StaffingAt Creative Financial Staffing, we believe in providing our clients with top-notch financial professionals to drive their business forward.We are currently seeking a skilled Financial Operations Specialist to join our team.Job Summary:The ideal candidate will have experience managing accounts payable and receivable processes,...


  • Fresno, California, United States Creative Financial Staffing Full time

    Our company, Creative Financial Staffing, is seeking a highly skilled Senior Financial Analyst to join our team in California.About the RoleThis is an exceptional opportunity for a seasoned professional to leverage their expertise and passion for financial analysis to drive business growth.The ideal candidate will have a strong background in accounting and...


  • Fresno, California, United States Creative Financial Staffing Full time

    Financial Leadership OpportunityWe are seeking a highly skilled Chief Financial Officer to join our team at Creative Financial Staffing in Fresno, CA. This is an exciting opportunity to play a pivotal role in the financial leadership of our organization.About the Role:This position will oversee all financial operations, including budgeting, forecasting, and...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the RoleOur client, a leading manufacturing company in Fresno, CA, seeks an experienced Chief Financial Planning Manager to join their dynamic finance team. This position plays a crucial role in providing strategic financial guidance, analysis, and recommendations to support business decisions.Key Responsibilities:Analyze financial performance and...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityWe're looking for a skilled professional to join our team as an Accounting Specialist in California. This role offers a stimulating environment for growth and development, with a renovated office space that fosters collaboration and productivity.The selected candidate will be responsible for completing accounts payable tasks accurately,...


  • fresno, United States Creative Financial Staffing Full time

    Director of Finance Fresno, CA Are you a finance professional with a passion for making a difference? We are seeking a highly skilled Director of Finance to join our team at a leading non-profit organization in Fresno, CA. This is an exciting opportunity to play a pivotal role in the financial leadership of an organization dedicated to community impact. What...


  • Fresno, California, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a Senior Accounting Professional to enhance our client's financial and accounting operations in Fresno County.About the Role:General Ledger Management: Assist in managing and reconciling general ledger accounts, ensuring accuracy and timeliness in financial data.Accounts Payable and Receivable: Process and record accounts payable...


  • fresno, United States Creative Financial Staffing Full time

    Director of Finance Fresno, CA Are you a finance professional with a passion for making a difference? We are seeking a highly skilled Director of Finance to join our team at a leading non-profit organization in Fresno, CA. This is an exciting opportunity to play a pivotal role in the financial leadership of an organization dedicated to community impact. What...


  • fresno, United States Creative Financial Staffing Full time

    Director of Finance Fresno, CA Are you a finance professional with a passion for making a difference? We are seeking a highly skilled Director of Finance to join our team at a leading non-profit organization in Fresno, CA. This is an exciting opportunity to play a pivotal role in the financial leadership of an organization dedicated to community impact. What...


  • fresno, United States Creative Financial Staffing Full time

    Accountant Why You'll Love This Opportunity:Join a reputable company in Santa Clarita that offers a friendly work environment, opportunities for professional growth, and competitive benefits including paid time off and health care. Key Responsibilities: Manage accounts payable and receivable processes. Perform bank reconciliations and monitor cash...


  • Fresno, United States Creative Financial Staffing Full time

    AccountantWhy You'll Love This Opportunity:Join a reputable company in Santa Clarita that offers a friendly work environment, opportunities for professional growth, and competitive benefits including paid time off and health care.Key Responsibilities:Manage accounts payable and receivable processes.Perform bank reconciliations and monitor cash flow.Prepare...


  • fresno, United States Creative Financial Staffing Full time

    Accountant Why You'll Love This Opportunity:Join a reputable company in Santa Clarita that offers a friendly work environment, opportunities for professional growth, and competitive benefits including paid time off and health care. Key Responsibilities: Manage accounts payable and receivable processes. Perform bank reconciliations and monitor cash...


  • Fresno, California, United States Lumina Financial Solutions Full time

    Job OverviewLumina Financial Solutions is a leading provider of insurance products, offering a unique opportunity for individuals to succeed in the field of life insurance sales.We are seeking highly motivated and results-driven professionals to join our team as Insurance Sales Representatives. As a key member of our team, you will be responsible for selling...


  • fresno, United States Creative Financial Staffing Full time

    Property Manager Why You'll Love This Opportunity:Join a company that offers a positive, family-friendly work environment and values work-life balance. Enjoy competitive compensation and a range of benefits designed to support both your professional and personal life. Key Responsibilities: Maintenance and Repairs: Ensure the property is well-maintained by...


  • Fresno, Texas, United States Gulf States Toyota Full time

    Gulf States Toyota is seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy of financial data recorded, compliance with accounting standards, and timely financial reporting.This role involves executing a monthly close of the general ledger for Gulf States...