Financial Sales and Service Professional
Company: New York Life Insurance Company
Location: San Francisco
Posted on: April 11, 2021
Are you a driven self-starter with strong principles who is
interested in making a positive difference in the lives of others?
We are looking for you! New York Life is growing its East Bay team
in SF Bay Area, Northern California by hiring financial service
professionals who can offer our wealth of financial products and
services to clients who are striving to establish strong financial
foundations and achieve their monetary goals for a bright
Our mission is to provide financial security and peace of mind
through our insurance, annuity, and investment solutions. We act
with integrity and humanity in all our interactions with our policy
owners, business partners, and one another. Grounded in both
confidence and humility, we serve as stewards for the long term. We
are here for good, reflecting both the permanence of New York Life
and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our
policy owners need us.
Training, Support, and Professional Development: New York Life
offers comprehensive training, marketing support, as well as
prospecting and technical assistance. Our programs give you the
ability to work with highly successful, established agents and
managers who assist you in developing a clientele. New York Life
provides the resources and ongoing support you would expect from a
Fortune 100 company.
About New York Life: New York Life is among the strongest and most
respected financial companies in the world. New York Life has
received the highest financial strength ratings currently awarded
to any U.S. life insurer by each of the four major rating
companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's
Investors Service (Aaa), and Fitch (AAA)--. For 65 consecutive
years, we have led the Million Dollar Round Table with more members
than any other insurance or financial institution in the world--.
New York Life has been recognized as one of the "World's Most
Admired Companies" by Fortune Magazine for 2020.Financial Service
Professionals offer investment advisory services through Eagle
Strategies LLC, a Registered Investment Adviser. Registered
Representatives offer securities through NYLIFE Securities LLC
(member FINRA/SIPC), A Licensed Insurance Agency.
EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
1-Full-time agents and their dependents are immediately eligible
for medical, dental, vision, long-term disability, and group term
life insurance. New York Life reserves the right to amend or
terminate any benefit plans, in whole or in part, at any time.2-
Source: Individual Third Party Ratings Reports as 7/30/18.3- MDRT
(Million Dollar Round Table) is recognized throughout the industry
as the standard of excellence in life insurance sales performance.
SOURCE: MDRT as of 7/1/20194- Based on revenue as reported by
"Fortune 500 ranked within Industries, Insurance: Life, Health
(Mutual)," Fortune magazine, 6/1/19. For methodology, please
- Provide financial recommendations to clients for savings plans,
life insurance policies, mutual fund investments, and other
- Implement social media and other marketing tools to identify,
seek, and generate prospects with whom you can foster strong,
long-term relationships as a reliable financial service
- Use a CRM to organize each client's financial status, goals,
cash flow, and monetary expectations for use in their individual
- Create customized financial plans using the products and
services we offer based on each client's potential life and
- Participate in educational meetings or seminars relevant to
client risk tolerant and financial objectives for research prior to
offering sound financial advice
- Must have the ability to successfully network and prospect for
- Must have effective relationship management skills
- Uncompromising integrity and the ability to effectively
communicate complex programs and ideas is required
Compensation$75,000 - $115,000 annual DOE
Keywords: New York Life Insurance Company, San Francisco , Financial Sales and Service Professional, Sales , San Francisco, California
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