Financial Professional

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Job description

Financial Professional Position
New York Life is hiring in Los Angeles, CA, US

New York Life Mission Statement and Values

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with 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 the 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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through a wide array of insurance and financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive two year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.
New York Life provides the resources and ongoing support you would expect from a
Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected insurance and financial companies in the U.S. 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: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors
Service (Aaa), and Fitch (AAA)¹. For 66 consecutive years, New York Life has led the
Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most
Admired Companies" by Fortune Magazine for 20213.

1 Source: Individual Third-Party Ratings Reports for financial strength as of 10/15/2020
2 Source: MDRT, July 2020. The Million Dollar Round Table (MDRT) is recognized globally as the standards of excellence for life insurance sales performance in the insurance and financial services industry.

3 New York Life ranks #1 in 2021 Fortune World's Most Admired Companies list for Insurance: Life and
Health. For methodologies, please visit Fortune at worlds-most-admired-companies-2021/

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual
Orientation/Gender Identity.

Responsibilities

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial professional

• Develop and implement tailored financial strategies using our array of services while considering each client's financial needs and life circumstances

• Collect and organize each client's financial information using a Customer

Relationship Management system to determine financial status, financial goals, cash flow needs, and financial expectations

• Provide recommendations to clients for retirement savings, life insurance, and other financial products

• Analyze and provide solutions through individual meetings that are suitable based on client needs and financial objectives

Qualifications

• Required to effectively network to identify potential new clients

• Relationship management skills are required

• Must possess uncompromising integrity and the ability to communicate complex ideas

About Our Team

Join an inclusive and welcoming team led by partner Craig Oki, where you are valued and supported, enabling you to find success in a career with purpose. Team Oki has over 20 financial professionals from 8 different ethnic backgrounds and fluent in 10 different languages. Our team thrives by embracing diversity and utilizes each person's strengths, skills and passion so that each financial professional can maximize their potential for success.

Put your career into action and find your calling with New York Life. The selection and development of exceptional talent is critical to the continued growth of our team. I look forward to the opportunity to speak with you.

About Our General Office

My team is part of the New York Life Covina Valley General Office, which is located at
San Dimas, CA. Our General Office has 111 agents, 3 Partners and 1 Managing
Partner who is the leader of our General Office.

The average and median commission and income information for agents in the Covian
Valley General Office for the year of 2020 can be seen below for your reference only:

Please note that agent income is not guaranteed. Median is the "midpoint" of all data, meaning 50% of agents experienced higher figures than the median represented, and the other 50% experienced lower figures than the median represented.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual
Orientation/Gender Identity.

Craig Oki

M:

W:

SMRU

Job Type: Full-time

Pay: $77,845.00 - $128,174.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Schedule:

• 10 hour shift
• 8 hour shift
• Monday to Friday
• Weekend availability

Supplemental Pay:

• Bonus pay
• Commission pay

Education:

• Bachelor's (Preferred)

Work Location:

• Multiple locations

Work Remotely:

• No