Demo

Life Insurance Agent / Best Training To Become Full Financial Advisor /Fast Track To Management

New York Life-Irvine
Huntington, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/20/2025

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, 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)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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 - Equal Opportunity Employer M / F / D / V

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 / 2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see http : / / fortune.com / fortune500 /

Compensation : 82,000 at plan

Responsibilities :

  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Qualifications :

  • Must have effective relationship management skills
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • Must have the ability to successfully network and prospect for new clients
  • Must live in California
  • About Company

  • At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions
  • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024
  • Fortune magazine’s list of World’s Most Admired Companies in 2020, Fortune 100 Most Admired company in Insurance and financial services 2021
  • Take the first step to your future success.

    Apply Today!

    Salary : $82,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Life Insurance Agent / Best Training To Become Full Financial Advisor /Fast Track To Management?

    Sign up to receive alerts about other jobs on the Life Insurance Agent / Best Training To Become Full Financial Advisor /Fast Track To Management career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $84,399 - $123,134
    Income Estimation: 
    $147,628 - $233,640
    Income Estimation: 
    $84,399 - $123,134
    Income Estimation: 
    $147,628 - $233,640
    Income Estimation: 
    $212,701 - $398,434
    Income Estimation: 
    $252,012 - $403,508
    Income Estimation: 
    $66,681 - $80,903
    Income Estimation: 
    $84,399 - $123,134
    Income Estimation: 
    $147,628 - $233,640
    Income Estimation: 
    $212,701 - $398,434
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at New York Life-Irvine

    New York Life-Irvine
    Hired Organization Address Huntington, CA Full Time
    Job Description Job Description Our mission is to provide financial security and peace of mind through our insurance, an...
    New York Life-Irvine
    Hired Organization Address Orange, CA Full Time
    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions....

    Not the job you're looking for? Here are some other Life Insurance Agent / Best Training To Become Full Financial Advisor /Fast Track To Management jobs in the Huntington, CA area that may be a better fit.

    Fast Track Insurance Partner

    New York Life-Irvine, Orange, CA

    Fast Track Management Program

    New York Life Irvine GO - Kang, Irvine, CA

    AI Assistant is available now!

    Feel free to start your new journey!