*Job Description*
Be in Business for Yourself, not By Yourself.
Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.
Job Description:
NYLife is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
As a NYLife financial advisor, you’ll:
- Provide one-on-one financial guidance and connect clients to NYLife products, services and unique membership benefits.
- Build genuine, long-term relationships based on shared values and goals.
- Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
- Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
- Have the flexibility to control your schedule, allowing for work-life balance.
Desired Characteristics: Our culture and our people are special. We’re looking for people who are or want to become part of the communities where our clients live, work and worship. Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful NYLife financial advisor if you’re:
- Self-motivated, independent and driven to succeed.
- Motivated by helping others.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Requirements:
- Attainment of FINRA SIE within 90 days of hire / transfer (company paid.).
- Satisfactory background check, fingerprinting and securities registration and / or insurance licensing verification.
Compensation and Benefits: You’ll get all the benefits of a Fortune 500 organization. Here, you’ll enjoy:
- Unlimited earning potential through commission and incentive pay structures.
- Medical, dental, vision, disability and accidental death and dismemberment insurance.
- Unique perks like pension, (k) and retiree medical plans.
- Ongoing access to training and opportunity for professional growth.
- Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.
NYLife fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to apply. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 9/30/2021. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call and request Human Resources.
Amber Fox / Director of recruiting / 951 Mariners Island Blvd, Suite 600 San Mateo, CA 94404 M: 360-609-0317 W: 650- 513-3206
Job Type: Full-time
Pay: $52,217.00 - $183,294.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
Work Location: Hybrid remote in San Mateo, CA 94404