Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor/ Insurance Professional (Experienced)

New York Life Stockton

Job Description

Job Description

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.


Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented and excellent time-management skills
  • Desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.


Our extensive, agent-focused resources include:

  • Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
  • The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
  • Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
  • Dedicated underwriters who work diligently on cases
  • Committed managers who don’t sell; instead they’re dedicated to helping you succeed
  • A team of highly-trained, experienced product consultants to support your client acquisition needs
  • Significant income potential
  • Competitive l benefits, including a defined benefit pension plan and 401k1

About New York Life

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 7/30/18. For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.


Financial Advisors 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies


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

SMRU 1708927 (Exp. 7/1/20)

1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor/ Insurance Professional (Experienced) in Brentwood, CA vacancy
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Suggested
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Brentwood, CA
    1 day ago
  • $70k - $80k

     ...to clients to help them achieve their financial goals. Key responsibilities include triaging...  ...met or exceeded. Achieved additional professional designations such as Certified...  ...Planning Counselor (CRPC). Obtained your insurance licenses. Skills Advisory Account Management... 
    Suggested
    Temporary work
    Monday to Friday

    Bank of America

    Brentwood, CA
    1 day ago
  • Bank of America in California seeks a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products... 
    Suggested

    Bank of America

    Brentwood, CA
    1 day ago
  • Bank of America in Brentwood, CA is hiring for a front-line client associate role focused on helping clients conduct transactions through self-service channels and in-person. You will handle cash, build relationships, and educate customers on online and mobile banking. ...
    Suggested
    Weekend work

    Sacbar

    Brentwood, CA
    1 day ago
  • $63.3k - $117.2k

     ...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution...  .... mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar... 
    Suggested
    Contract work
    Part time
    Local area

    BMO Financial Group

    Pittsburg, CA
    4 days ago
  • $20.34 - $24.86 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...preferred - Experience assisting less experienced personnel Client Relationship...  ...) ~ Basic term and optional term life insurance ~ Short-term and long-term disability... 
    Temporary work

    U.S. Bancorp

    Brentwood, CA
    1 day ago
  • Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with... 

    Bank of America

    Antioch, CA
    1 day ago
  • $70k - $80k

     ...guided by a common purpose to help make financial lives better through the power of every...  ...met or exceeded. Achieved additional professional designations such as Certified Financial...  ...Planning Counselor (CRPC). Obtained your insurance licenses. Minimum Education Requirement... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Sacbar

    Antioch, CA
    5 days ago
  • $25.97 - $31.75 per hour

     ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Brentwood, CA
    4 days ago
  • $69k

     ...Opportunity We're seeking motivated professionals who want more than just...  ...performance. Whether you're experienced in sales or simply coachable...  ...clients make important financial protection decisions that create...  ...Role Overview As a Remote Insurance Representative, you'll meet... 
    Remote job
    Work from home
    Flexible hours

    HSS Careers

    Antioch, CA
    2 days ago
  • $75k

     ...earning potential? At Platinum Supplemental Insurance, we’re looking for motivated...  ...chance to earn like a highly educated professional—our proven products and systems are your...  ...families, and businesses secure their financial futures through supplemental coverage.... 
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    Brentwood, CA
    23 hours ago
  •  ...environment. The role involves divisional accounting, preparing GAAP financial statements, and assisting with budgeting and forecasting....  ...have a Bachelor's degree in Accounting or Finance and a background in professional services or media. #J-18808-Ljbffr The Greene Group

    The Greene Group

    Brentwood, CA
    5 days ago
  •  ...Independent Licensed Life Insurance Agent– Remote The...  ...looking for seasoned professionals to join our platform as independent advisors. This is a 1099 partnership...  ...: Conduct high-level financial protection assessments...  ...income.   Why Experienced Agents Partner With Us... 
    Remote job
    Contract work
    For contractors
    Traineeship
    Immediate start
    Home office

    Group Financier Signature

    Antioch, CA
    4 days ago
  • Bank of America is seeking a Customer Experience Specialist to serve as the first point of contact for financial center clients, helping uncover personal banking needs and offering suitable solutions. You will support self-service transactions, deepen client relationships... 
    Relocation
    Weekend work

    Bank of America

    Brentwood, CA
    2 days ago
  • Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients meet financial goals. The role includes triaging client leads, referrals to partners, and building financial plans with brokerage products... 
    Work at office

    Sacbar

    Antioch, CA
    5 days ago
  •  ...e360 is seeking a Cloud Accounting & Financial Operations Analyst to manage cloud financial operations, including billing and invoicing across platforms. The position offers a remote hybrid work model specifically for residents near Brentwood or Irvine, CA. Ideal candidates... 
    Remote work

    e360

    Brentwood, CA
    3 days ago
  • $50k - $75k

     ...Insurance AgentFiesta Auto Insurance G&P is the #1 franchisee nationwide for Fiesta Auto Insurance. With locations in over 50 cities across California, we are proud to serve the CA076 community and surrounding areas with trusted Insurance, DMV, and Tax Preparation Services... 
    Weekly pay
    Full time
    Part time
    Immediate start
    Monday to Friday

    Fiesta Auto Insurance

    Pittsburg, CA
    4 days ago
  •  ...seeking to fulfill a full-time position. Our Insurance Customer Service Representative MUST be...  ...direct manager and supervisor. Experienced in handling a wide range of...  ...• Must be highly self-motivated. • Professional phone etiquette. • Great Customer Service... 
    Full time
    Work at office
    Flexible hours

    Raul Diaz-Farmers Insurance Agency

    Brentwood, CA
    17 days ago
  •  ...is time to put your valuable skills to better use. Bilingual, licensed producers are the most valuable assets in California insurance right now. If you're spending two hours a day in soul-crushing traffic to work in Concord or cross the bridge, you're paying to go... 
    Local area
    Monday to Friday
    Shift work

    Allstate

    Antioch, CA
    16 days ago
  •  ...Insurance Sales Representative - Paid Training Remote in Louisburg, KS | Paid Onsite...  ...partners Represent Family Heritage professionally within the community What We're Looking...  ...and building relationships Wants financial freedom and career growth Thrives in... 
    Full time
    Remote work
    Flexible hours

    Family Heritage

    Pittsburg, CA
    9 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Brentwood, CA
    13 days ago
  • $50k - $100k

     ...If you're reading this and thinking, "Insurance? Really?" I get it. I've thought that tooand...  ...is perfect for self-disciplined sales professionals who are ready to put in the work. If...  ...Kimbrell Agency: Kyle & Lisa Kimbrell are financial service industry veterans with over 50... 
    Full time
    Part time
    For contractors
    Remote work

    Kimbrell Agency

    Antioch, CA
    1 day ago
  • $60k - $160k

     ...Insurance Agent Pay Range: $60000 - $160000 / year Sign-On Bonus Opportunity of up...  ...Program confidential support for personal or professional challenges at no cost Extra Perks...  ...management system. Be a Trusted Advisor: Quickly establish rapport with clients... 
    Full time
    Relocation package

    Freeway Insurance Services America

    Pittsburg, CA
    23 hours ago
  • $60k - $80k

    Cloud Accounting & Financial Operations Analyst - Remote Hybrid - Northern CA (Brentwood vicinity) OR Southern, CA (Irvine vicinity)...  ...entrepreneurial consulting company that offers ample opportunities for professional development and growth suited to each individual’s personal... 
    Remote job

    e360

    Brentwood, CA
    3 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...clients proactively. •Communicates professionally, effectively, and confidently and is comfortable...  ...for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Antioch, CA
    9 days ago
  • The City of Pittsburg seeks an Administrative Coordinator in the Finance Department to deliver critical administrative, financial, and project support. The role emphasizes organization, customer service, and collaboration across City teams. Ideal candidates will manage... 

    City of Pittsburg

    Pittsburg, CA
    2 days ago
  • $300 - $500 per month

     ...looking for individuals interested in working remotely as Life Insurance Sales Representatives . This is a work-from-home opportunity...  ...communication Passionate about helping families make sound financial decisions Willing to grow into leadership over time... 
    Full time
    Remote work
    Work from home
    Flexible hours

    The Delaney Agency llc

    Pittsburg, CA
    2 days ago
  • $300 - $500 per month

     ...individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals...  ...confident, and passionate about helping people achieve their financial goals. Occasional travel for work for in-person conferences. If... 
    Casual work
    Remote work
    Work from home

    The Jernigan Agency

    Pittsburg, CA
    15 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor/ Insurance Professional (Experienced). Be the first to apply!