Financial Representative - Insurance
New York Life - Kenneth Lee
Irvine, CA US
Posted ago
New York Life - Kenneth Lee

New York Life, a Fortune 100 Company, is currently seeking self-motivated, driven individuals with entrepreneurial spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. New York Life offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions.

Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself.

Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

Facts: New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard and Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 11, 2017. For 66 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world.

Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every

Financial Advisors 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

Apply today!


  • Educating potential clients on the products and services we offer
  • Continued education through NYLIC-U
  • Offering educational meetings or seminars
  • Creating long-lasting relationships with clients
  • Educating contacts about what you do to ask for referrals in their market
  • Using social media and other marketing tools to Prospect
  • Building long term relationships with clients
  • Using CRM database to organize your business


  • Motivated and hardworking
  • High level of activity
  • Great communication skills - both verbal and written
  • Works well independently
  • Sales experience a plus but not necessary
  • Coachable
  • Positive attitude
  • Works well independently
  • Great organization skills

$85,000 - $115,000 at Plan per year
About New York Life - Kenneth Lee

New York Life’s mission is to provide financial security and peace of mind through our Insurance, Annuity, and Investment solutions.

We act in 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 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

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