Financial Advisor

Company: New York Life - Roseville
Location: Sacramento
Posted on: May 28, 2025

Job Description:

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.

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 ability 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.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)--. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world--. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Financial Service Professionals 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 - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities:

--- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
--- Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
--- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

--- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

--- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services


Qualifications:

--- Ability to successfully network to prospect new potential clients is a must
--- Must possess uncompromising integrity and the ability to communicate complex ideas

--- Strong relationship management skills and/or experience required
Must be located in Greater Sacramento Region (Northern California) to be considered

About Company:
New York Life is a Fortune 100 company with a long history of doing good.

We have been in business for over 175 years, 5.5 million LIVES PROTECTED.

Includes all owners of helping generations of Americans protect their families and individual life insurance and annuity policies attain their financial goals.

As a mutual company, we are $938 million LIFETIME ANNUITY INCOME PAID. Includes accountable only to our policyholders, not to Wall Street or all payouts on individual income annuity products. outside investors. We are focused on the long-term success $4.9 billion IN LIVING BENEFITS AWARDED.

Includes of our clients. life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

Awards & Accolades... Over $1.1 trillion LIFE INSURANCE PROTECTION in force.

Keywords: New York Life - Roseville, Palo Alto , Financial Advisor, Accounting, Auditing , Sacramento, California