Financial Consultant

Company: New York Life - Roseville
Location: West Sacramento
Posted on: April 26, 2025

Job 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.

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 team by hiring a financial service professional 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 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)--. 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:

--- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
--- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
--- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs

--- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
--- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals


Qualifications:

--- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
--- Must have the ability to successfully network and prospect for new clients

--- Relationship management skills are required


About Company:
New York Life is a Fortune 100 company with a long history of doing good.

We have been in business for over 175 years, 5.5 million LIVES PROTECTED.

Includes all owners of helping generations of Americans protect their families and individual life insurance and annuity policies attain their financial goals.

As a mutual company, we are $938 million LIFETIME ANNUITY INCOME PAID. Includes accountable only to our policyholders, not to Wall Street or all payouts on individual income annuity products. outside investors. We are focused on the long-term success $4.9 billion IN LIVING BENEFITS AWARDED.

Includes of our clients. life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

Awards & Accolades... Over $1.1 trillion LIFE INSURANCE PROTECTION in force.

Keywords: New York Life - Roseville, Milpitas , Financial Consultant, Professions , West Sacramento, California