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Financial Advisor
Location:
Huntington Beach, CA
Description:
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 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 world. 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/ Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products• 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 professional Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Must have effective relationship management skills • Must have the ability to successfully network and prospect for new clients • Must live in California Compensation: $82,000 at plan 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 recognitionsRanked #67 on the Fortune 500 list, Fortune magazine, 2020Fortune magazine’s list of World’s Most Admired Companies in 2020, Fortune 100 Must admired company in Insurance and financial services 2021 Take the first step to your future success. Apply Today!
Company:
New York Life-Irvine
Posted:
May 21 on WizeHire
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More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life-Irvine located in Huntington Beach CA. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life-Irvine located in Huntington Beach CA. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.