What are the responsibilities and job description for the Financial Services Professional - San Diego position at New York Life - San Diego?

Job Description

Career Description : Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning.

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 chance to work with 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.

We require motivated, enterprising individuals who are willing to dedicate their time and energy to creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to network and prospect for new clients, must have excellent communication skills, and effective relationship management skills.

New York Life is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / General Identity

Benefits Provided :

401(k) & ROTH 401(k)
Defined Benefit Pension Plan
Health, Dental, Vision, Life, and Disability Insurance
HSA (Health Savings Account)

Compensation :

90,000 commission based

Responsibilities :

Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Develop and deliver risk management strategies for each customer based on their risk profile

Qualifications :

Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role

Candidates should have basic computer skills and be able to use Microsoft Office programs

Bachelor’s degree preferred; high school diploma required

About Company

Awards & Accolades.

A Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moody’s)

AA Very Strong (Standard & Poor’s)

We’re proud of our position in the industry.

New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine7

Training Magazine’s Training Top 100 for 2021

5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies

938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Salary : $90,000

Apply for this job

Receive alerts for other Financial Services Professional - San Diego job openings

Financial Services Professional - San Diego

What are the responsibilities and job description for the Financial Services Professional - San Diego position at New York Life - San Diego?

What is the career path for a Financial Services Professional - San Diego?

Sign up to receive alerts about other jobs with skills like those required for the Financial Services Professional - San Diego.

Not the job you're looking for? Here are some other Financial Services Professional - San Diego jobs in the San Diego, CA area that may be a better fit.

We don't have any other Financial Services Professional - San Diego jobs in the San Diego, CA area right now.

AI Assistant is available now!