Financial Advisor - Greater Sacramento / Norcal

Company: New York Life - Northern California
Location: Citrus Heights
Posted on: April 3, 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.



How we will compensate you: You have the power to determine your own income with our commission-based compensation. It is not commission-only, there is also a training pay structure for the first 2 years. In 2021, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.



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:

--- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs

--- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

--- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
--- 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

--- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM


Qualifications:

--- Relationship management skills are required
--- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
--- Required to effectively network to identify potential new clients


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, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Keywords: New York Life - Northern California, Citrus Heights , Financial Advisor - Greater Sacramento / Norcal, Accounting, Auditing , Citrus Heights, California