ZipRecruiter
Insurance and Financial Planning Professional
ZipRecruiter, San Ramon, California, United States, 94583
Overview
Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job — it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer
Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We subsidize training in your first two full-time contract years and may provide additional funds to help you complete the program and grow your business. You’ll also be eligible to receive rewards and incentives for top-performing agents. Digital tools New York Life will provide tools to support day-to-day success, including access to experts and a suite of digital sales, prospecting, and marketing tools to attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (a Licensed Insurance Agency) and broker-dealer. You can specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with fellow agents. How we will compensate you You determine your income with a commission-based structure. In 2024, the average income of our financial professionals under the N8 and N9 Agent contracts who met annual minimum sales production requirements was $120,555. Individual agent performance determines income. Benefits for eligible full-time agents include medical, dental, vision, life, and other insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this URL: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America’s Best Employers Seramount 2024 Best Companies for Multicultural Women Examples of impact 5.1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies. $983 million LIFETIME ANNUITY INCOME PAID. $6 billion IN LIVING BENEFITS AWARDED. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disabled.
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Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job — it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer
Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We subsidize training in your first two full-time contract years and may provide additional funds to help you complete the program and grow your business. You’ll also be eligible to receive rewards and incentives for top-performing agents. Digital tools New York Life will provide tools to support day-to-day success, including access to experts and a suite of digital sales, prospecting, and marketing tools to attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (a Licensed Insurance Agency) and broker-dealer. You can specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with fellow agents. How we will compensate you You determine your income with a commission-based structure. In 2024, the average income of our financial professionals under the N8 and N9 Agent contracts who met annual minimum sales production requirements was $120,555. Individual agent performance determines income. Benefits for eligible full-time agents include medical, dental, vision, life, and other insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this URL: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America’s Best Employers Seramount 2024 Best Companies for Multicultural Women Examples of impact 5.1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies. $983 million LIFETIME ANNUITY INCOME PAID. $6 billion IN LIVING BENEFITS AWARDED. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disabled.
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