Financial Services Professional - San Diego

Company: New York Life - San Diego
Location: Imperial Beach
Posted on: November 1, 2024

Job Description:

Career Description:--Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning.



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 chance to work with 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.



We require motivated, enterprising individuals who are willing to dedicate their time and energy to creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to network and prospect for new clients, must have excellent communication skills, and effective relationship management skills.



New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity



Benefits Provided:



--- 401k & ROTH 401k
--- Defined Benefit Pension Plan
--- Health, Dental, Vision, Life, and Disability Insurance
--- HSA (Health Savings Account)

Responsibilities:

--- Create tailored risk management strategies directly with clients that align with their risk profiles
--- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
--- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
--- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders


Qualifications:

--- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
--- Basic computer skills with proficiency with Microsoft Office suite is necessary
--- Proficiency with accounting or sales-related software is helpful
--- High school diploma mandatory; four-year undergraduate degree strongly preferred


About Company:
Awards & Accolades.

A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody's)AA+ Very Strong (Standard & Poor's)We're proud of our position in the industry.

New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine7Training Magazine's Training Top 100 for 20215.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies$938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.$4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Keywords: New York Life - San Diego, Moreno Valley , Financial Services Professional - San Diego, Accounting, Auditing , Imperial Beach, California