Sales Representative / Investment Advisor Trainee

Financial Services Professional / Investment Advisor Trainee

📍 Fresno, CA

💰 $70,000 – $150,000/year | Full-Time/Hybrid

Join New York Life – Central California office in Fresno as a Financial Services Professional and help clients build secure financial futures. We are looking for a few new associates to join our team of financial professionals and advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner building a book of business and the focus/desire to earn six-figure income yearly and grow professionally.

Compensation Package:

• W-2 Position with Full Corporate Benefits

• Training Allowance and Activity Stipend

• Commissions and Residuals

• Bonuses Paid Throughout The Year

• Pension (Vested after 5 years)

• 401K Retirement Benefits Option with a 401K match

• Medical, Vision & Dental Insurance Option

What You’ll Do:

• Getting trained, obtaining licenses and designations

• Use our integrated CRM and marketing tools to identify new prospects

• Meet with clients to gather financial information and goals

• Deliver personalized financial strategies based on client needs

• Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments*

• Build long-term relationships and trust with clients and businesses

What We Offer:

• Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.

• 2-3 year in person/hybrid training & mentorship program that help to achieve designations and licenses.

• Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.

• Marketing, prospecting and tech support and access to integrated systems.

• Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies* for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agents who pay a monthly subscription fee.

• A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.

• Collaboration with established professionals within the company for high net worth clients and cases.

• Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.

Requirements:

• Great Communication Skills (Written & Spoken)

• Professional Attitude

• Pleasant Demeanor/Coachable

• Computer Savvy

• Strong Networking Skills

• Financial Literacy

• Pass a Background Check

• High ethical standards/Discipline

Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, car salesman, customer service representatives do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a salary + commission. Includes options of Medical, Dental, Vision, 401K and a Pension Plan.

About New York Life:

We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US. Some more accolades as :

• "Most Admired Companies to Work for in America (Finance)" - Fortune (2024)

• "Best Finance Companies and Top 50" - Business Insider (2024)

• "America's BEST Largest Employers" - Forbes (2024)

• "Top Company for Executive Women" - Seramount (2023)

• "Top 100 Best Companies" - Seramount (2023)

• The Only Life Insurance Company Endorsed by AARP

• #1 Ranked Company in leading the Million Dollar Round Table for 70 consecutive years **MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry

Fast Track to Partner/Management Available contingent upon qualifications

📍Must be able to commute to Central California General Office located in Fresno.

*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),

A Licensed Insurance Agency and a New York Life Company