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Financial Adviser

New York Life - CareersClick Here

Job Summary

  • Location:
    San Jose, CA
  • Job Type:
    Full Time, Employee
  • Job Category:
    Sales/Retail/Business Development
  • Occupation:
    Account Management (Commissioned);Field Sales;General/Other: Sales/Business Development
  • Industry:
    Insurance;Business Services - Other;Financial Services

NewYorkLife Awards

Financial Adviser

Financial Sales / Registered Representative / Agent / Financial Adviser

 

Career Description:  Financial Professionals help clients identify and achieve their financial goals.  We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy.  New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service.

 

Training, Support and Professional Development:  New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance.  Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele.  New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.  You will be in business for yourself - but never by yourself.

 

Qualifications:  We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers.  The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

 

Facts:  New York Life is among the strongest and most respected financial companies in America today.  New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 13, 2014.  For 60 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. 

 

Mission:  Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services.  By continuing to be a mutual company, we are uniquely aligned with our customers.  By maintaining superior financial strength, we protect their future.  By acting with integrity and humanity, we earn their trust and loyalty.  Every decision we make, every action we take has one overriding purpose:  To be here when our customers need us.  That's why we call ourselves The Company You Keep ®.

 

 

Financial Advisers 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 SMRU1611883 (Exp. 9/1/2015)

 

Keywords: Retail, Sales, Inside Sales, Outside Sales, Customer Service, Call Center, Clerical, Secretaries, Insurance, Healthcare, Marketing, Manufacturing, IT, Legal, sales, Accounting, Receptionist, Human Resources, Administrative Assistant, Business Development, Real Estate, Financial Services, Banking, banker, personal banker, Financial planners, Managers, Executives, Teachers (or education), Office Manager, stay-at-home mom, financial agent, financial advisor, healthcare 

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AboutNew York life
Our promise? To work with you to build a strong financial future.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we've been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We're a lot like the clients we serve. Each of us is working hard to meet life's responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We've been there, and we've persevered through the toughest of times.

So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 167 years, we've kept every promise we've made to our customers. That's simply a fact.

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