Company: New York Life - San Francisco
Posted on: May 13, 2022
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.
New York Life is currently seeking a self-motivated, driven
individual with integrity and a passion for making a positive
impact on people's lives. Through the comprehensive array of
financial products and services we offer, you'll help clients
develop a sound, long-term strategy to achieve their financial
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.
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
Use a CRM to organize each client's financial status, goals, cash
flow, and monetary expectations for use in their individual
Provide financial recommendations to clients for savings plans,
life insurance policies, mutual fund investments, and other
Create customized financial plans using the products and services
we offer based on each client's potential life and financial
Participate in educational meetings or seminars relevant to client
risk tolerant and financial objectives for research prior to
offering sound financial advice
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
Must have effective relationship management skills
Must possess uncompromising integrity and the ability to
communicate complex ideas
Required to effectively network to identify potential new
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.
Keywords: New York Life - San Francisco, Berkeley , Financial Advisor, Accounting, Auditing , Berkeley, California
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