Financial Services Professional

Company: Bighornlaw
Location: Petaluma
Posted on: May 31, 2025

Job Description:

NYL Norcal - Grant Group --- Petaluma , CA , USPosted 5 days agoDescriptionAre you a leader who has the following traits?

• Competitive
• Coachable
• CommunicativeIf the answer is yes, consider becoming a Financial Services Professional to drive positive impact in the lives of families every day. At NewYork Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life 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...Candidates must reside in Northern California. 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 of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, 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 developmentWe'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 are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.Products and solutionsTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offerwealth management and advisory services, estate planning strategies, and business solutions.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 your fellow insurance agents.How we will compensate you.You have the power to determine your own income with ourcommission-based compensation. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link 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 over 180 years, helping generations of 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 successof clients.Responsibilities
  • Build and Maintain Client Relationships
  • Educate Clients on Financial Options
  • Explain basic financial concepts, products, and strategies in a clear, understandable way to help clients make informed decisions-training and support provided
  • We will train you to help you create tailored solutions for budgeting, retirement, insurance, and investment needs using tools and resources provided by the firm.
  • Commit to Ongoing Learning and Professional Growth
  • Stay current on financial industry trends and complete required training and licensing to build your expertise and credibility over time.Qualifications
    • Strong Interpersonal and Communication SkillsProven ability to build relationships, listen actively, and explaincomplex concepts clearly-skills gained in fields like education,sales, healthcare, or customer service are highly valued.
      • Motivation to Learn and Grow in a New IndustryDemonstrated commitment to professional development, witha willingness to complete required training and obtain relevantfinancial licenses (e.g., Series 7, Series 66, or state insurancelicenses).
        • Track Record of Success in Prior CareerEvidence of setting and achieving goals, managingresponsibilities independently, and contributing to team success,regardless of industry background.
          • Interest in Finance and Helping Others Achieve Financial GoalsA genuine desire to make a difference in people's lives by guidingthem through important financial decisions, even if formalfinancial experience is limited.Compensation$130,000About NYL Norcal - Grant GroupAs a New York Life partner, my goal is to help driven, ambitious peoplefulfill their potential. Join me on the path to becoming a financial advisor, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.Let your values and your personality drive your success.If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you've come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Our team is fully invested in you. We provide complete training, education, and support.
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Keywords: Bighornlaw, Walnut Creek , Financial Services Professional, Accounting, Auditing , Petaluma, California