Financial Sale Representative
New York Life Insurance Company - Santa Clara General Office
Santa Clara, CA US
Posted ago
New York Life Insurance Company - Santa Clara General Office

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a service-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial solutions, estate planning, business building, mutual funds, and more. If you have ambitious goals and a great passion to serve, apply today!


  • Prospecting and helping potential consumers with financial services such as insurance protection, college funding, investment saving, retirement planning
  • Ongoing service to clients with annual reviews
  • Building a long-lasting professional relationship with your clientele
  • Have a significant positive impact on clients financial future security
  • Working with a team of experienced professional consultants and managers to ensure of providing sound financial advice to clients


New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.

We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude, and willingness to be accountable for results
  • Have a passion for serving communities
  • The desire for continuous growing
  • Persistent, consistent with goal-oriented
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner 

$75,000 - $125,500 at Plan per year
About New York Life Insurance Company - Santa Clara General Office

We are among the strongest and most respected financial companies in America today, ranking #73 on the 2020 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. 

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