New York Life ยท 18 hours ago
Financial Services Professional
Newport Beach, CA
Full-time
Onsite
New Grad, Entry LevelNew York Life is a growing company seeking new Full-Time associates to join their team of advisors. The role involves providing guidance on various financial matters and maintaining long-term client relationships.
Financial Services
Responsibilities
Join our team of advisors as Full-Time associates
Provide clients with guidance on a wide variety of financial matters from Investments to Insurance
Maintain client relationships for life
Qualification
Required
Resident of Southern California (Orange County)
College Degree (Bachelors)
Great Communication Skills (Written and Spoken)
Professional Attitude
Pleasant Demeanor
Problem Solving Capabilities
Computer Savvy
Networking Skills
Financial Literacy
Pass a Background Check
Preferred
Financial Services experience
Knowledge or background in Taxes
Sales experience (non-aggressive)
Benefits
Medical
Dental
Vision
401(K) with Company Match
Training Allowance and Performance Payouts
Commissions and Residuals
Bonuses Paid Throughout The Year
Pension (Vested After 3 Years)
Company
New York Life
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Ben Babcock
Partner
Kevin Harrington
Partner
Company data provided by crunchbase