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New York Life Insurance Company · 3 hours ago

Financial Sales Professional / Investment Advisor Trainee

Fresno, CA

Full-time

Hybrid

New Grad, Entry Level

$70K/yr - $150K/yr

New York Life Insurance Company is seeking a Financial Services Professional / Investment Advisor Trainee in their Central California office in Fresno. The role involves helping clients build secure financial futures by providing guidance on various financial matters, including investments and insurance, while receiving comprehensive training and support from the company.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Ramz U.

Responsibilities

Getting trained, obtaining licenses and designations

Use our integrated CRM and marketing tools to identify new prospects

Meet with clients to gather financial information and goals

Deliver personalized financial strategies based on client needs

Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments

Build long-term relationships and trust with clients and businesses

Qualification

Financial LiteracyNetworking SkillsSales ExperienceProfessional AttitudeComputer SavvyHigh Ethical StandardsCommunication Skills

Required

Great Communication Skills (Written and Spoken)

Professional Attitude

Pleasant Demeanor/Coachable

Computer Savvy

Strong Networking Skills

Financial Literacy

Pass a Background Check

High ethical standards/Discipline

Preferred

College Degree - Bachelors

Financial Services experience

Knowledge or a background in Taxes

Sales experience (non-aggressive)

Benefits

W-2 Position with Full Corporate Benefits

Training Allowance and Activity Stipend

Commissions and Residuals

Bonuses Paid Throughout The Year

Pension (Vested after 5 years)

401K Retirement Benefits Option

Medical, Vision & Dental Insurance Option

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)