Finance Services Representative
New York Life - Ivy Shen
San Francisco, CA US
Posted ago
New York Life - Ivy Shen

Greater San Francisco

New York Life Insurance Company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and as a New York Life agent, you will be working with clients in areas such as Life Insurance, Retirement Planning, College Funding, Estate Planning, and Insurance needs.


Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.

  • Develop and implement business and marketing plans
  • Prospect for potential clients to discuss their financial needs and concerns
  • Present potential solutions using our competitive suite of products and services
  • Develop your professional skills and knowledge through the New York Life training curriculum
  • Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning

*Management opportunities

*Position is a W2 and includes full benefits

*Position includes both fixed and variable compensation

*Optional licenses are sponsored and paid for by the company

*Variable products can only be sold by registered representatives holding appropriate securities licenses

First-Year Compensation: Average first-year agent/advisor in this branch earns $76,000 to $100,000/year

Third-Year Compensation: Average 3-year agent/advisor in this branch earns $185,000/year


  • 401(k)
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid training
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with in-office training, we’ve created a comprehensive and user-friendly learning experience within

New York Life’s online portal system is accessible anytime, anywhere and from any device. Learn when and how you want!


Experience level:

  • Under 1 year

Physical setting:

  • Office


  • 8-hour shift
  • Monday to Friday

Ability to commute/relocate:

  • San Francisco, CA 94105: Reliably commute or plan to relocate before starting work (Required)

$76,750 - $293,736.00 per year
About New York Life - Ivy Shen

New York Life-Ivy Shen is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 success of our clients.

We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index

• Forbes 2022: America’s Best Employers for Diversity

• Latino Leaders 2022 Best Companies for Latinos to Work For

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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