Job Details
Insurance & Investments Financial Services - Entry-Level
2025-11-21 NYL Norcal - Grant Group Windsor,CA
Description:
Responsibilities
• Build relationships with individuals, families, and small businesses to understand their financial needs.
• Provide guidance on retirement planning, college savings, and protection solutions like life and disability insurance.
• Develop customized strategies using New York Life's wide range of investment & financial products.
• Maintain long-term relationships by offering ongoing support and financial reviews.
• Learn about investment strategies and how you can help others.
• Get involved in local networking, charities, and chambers to best serve our community.
Qualifications
• Business-driven mindset with the drive to build your own career.
• Strong communication and relationship-building skills.
• Self-disciplined and motivated to achieve personal and professional goals.
• Ability to learn complex concepts and explain them clearly to clients.
• Coachable and eager to participate in training and mentorship programs.
• Previous sales, customer service, or financial experience is helpful but not required - we provide paid training.
Description
Build a Rewarding Career Helping Others Secure Their Financial Future
Take charge of your future while making a lasting difference in the lives of others. As a Financial Professional with New York Life, you'll guide families, individuals, and business owners toward financial security - all while enjoying upside income potential and the support of a Fortune 100 company that's been trusted for over 180 years.
What You'll Do
- Help clients make confident financial decisions around retirement planning, college funding, life insurance, and protection strategies.
- Build lasting relationships while developing in-demand skills in sales, communication, and financial guidance.
- Grow your own career with the backing of New York Life's tools, training programs, and strong national reputation.
- Paid training & mentorship - Industry-leading learning programs and one-on-one coaching to help you succeed.
- Comprehensive benefits - Medical, dental, vision, life, and disability insurance, plus a 401(k) and pension plan.
- Upside earning potential - Performance-based commissions with bonus and incentive opportunities.
- Digital tools & team support - Marketing platforms, peer mentorship, and administrative assistance to help you focus on clients.
- Financial strength you can trust - New York Life consistently earns the highest ratings for financial stability and has been helping clients protect what matters most since 1845.
Responsibilities
• Build relationships with individuals, families, and small businesses to understand their financial needs.
• Provide guidance on retirement planning, college savings, and protection solutions like life and disability insurance.
• Develop customized strategies using New York Life's wide range of investment & financial products.
• Maintain long-term relationships by offering ongoing support and financial reviews.
• Learn about investment strategies and how you can help others.
• Get involved in local networking, charities, and chambers to best serve our community.
Qualifications
• Business-driven mindset with the drive to build your own career.
• Strong communication and relationship-building skills.
• Self-disciplined and motivated to achieve personal and professional goals.
• Ability to learn complex concepts and explain them clearly to clients.
• Coachable and eager to participate in training and mentorship programs.
• Previous sales, customer service, or financial experience is helpful but not required - we provide paid training.