Finance Sales Representative (Training Offered)

San Francisco, CA
United States

New York Life

10000+ employees

New York Life is a trusted and valued partner to millions of policyholders and customers, guided by our values of integrity and humanity.

It’s the kind of company people are proud to call their own. Here you’ll find a collaborative and caring workplace, where an innate drive to excel is matched by a sense of responsibility to the communities where we live and work.

At the same time, we never lose sight of the importance of our own people. This is a place of inclusion, where every day unique cultural and intellectual perspectives empower us to build a better business and a better workplace. And – above all – have fun while we do it.

New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. Headquartered in New York City with regional hubs and sales offices throughout the country, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance.

Company Info

Job description

JOIN US

If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self starters who would like to:

  • Manage their own work schedule and establish an attractive work/life balance.
  • Engage in comprehensive and ongoing professional training and development.
  • Utilize state-of-the-art marketing and sales solutions.
  • Build their career with significant income potential.
  • Grow their business supported by the financial strength and integrity of New York Life.
  • Make a difference in their community by helping others achieve peace of mind.
  • Customize their career path to match their personal goals.
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their achievements.
  • Explore a defined career path including opportunities in Management for qualified individuals.

Qualifications:

  • Must be highly motivated and self-disciplined.
  • Possess self-management skills.
  • Ability to work in a team-based environment.
  • Strong leadership and communication skills.
  • Integrity and strong moral character.

Here's what you'll do:

  • Develop your professional sales skills and knowledge.
  • Develop and implement business and sales and marketing plans.
  • Prospect for potential clients and business relationships.
  • Discuss financial concerns and needs of individuals and business owners.
  • Solution Design: Present potential solutions using our suite of products and services.
  • Develop your professional skills and knowledge.
  • Provide ongoing customer service and support to existing clients.

Training: NYLIC University-One of the most comprehensive and well-respected training programs in the financial services industry.

Benefits- Comprehensive benefits, including a Defined Benefit Pension plan, 401(k) plan, Roth 401(k), Health/Dental/Life/Disability Insurance. Tuition reimbursement for courses taken for professional industry designations.

Company Description

Since 1845, New York Life's mission has been to provide financial security and peace of mind through our products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we help to protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep.

We are a Fortune 100 company, the largest mutual life insurance company in the United States, and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A + +), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).

Work location: San Francisco, CA

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