Job Description

Serving: Greater Sacramento, Sacramento, Roseville, Elk Grove, and Stockton Areas. Build a Career with Purpose at New York Life Do you enjoy connecting with people, have a business mindset, and find fulfillment in helping others reach their goals? If so, New York Life may be the perfect place for you. Here, you can turn your skills and passions into a rewarding career as a Financial Advisor, building a practice of your own with the backing of a trusted Fortune 100 company. From day one, we are committed to your success. You will receive comprehensive training, ongoing education, and the full support of our team so you can grow your business with confidence. As part of New York Life, you will have access to: • Industry-leading training and development • Experienced and supportive leaders who are invested in you • Robust sales and marketing resources • The strength and stability of 180 years of experience At New York Life, you are in business for yourself—but never by yourself. How we will compensate you: You have the power to determine your own income with our commission-based compensation. It is not commission-only; there is also a training pay structure for the first 2 years. In 2021, the average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: AM Best, Fitch, Moody's and S&P. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world3. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. 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 M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/25. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Qualifications: • Relationship management skills are required • Must have the ability to successfully network and prospect for new clients • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity About Company: New York Life 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 clients.

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Full time, Contract work, Part time, Immediate start,

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