Financial Services Professional - San Diego

Company: New York Life - San Diego
Location: La Mesa
Posted on: May 9, 2025

Job Description:

Financial Professional / Financial Advisor* / Registered Representative*



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 opportunity 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.



You will be in business for yourself, but never by yourself.



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



*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.



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

Responsibilities:

--- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs

Qualifications:

--- Basic computer skills with proficiency with Microsoft Office suite is necessary
--- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
--- Bachelor's degree preferred; high school diploma required


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, Huntington Beach , Financial Services Professional - San Diego, Accounting, Auditing , La Mesa, California