Job description

Financial Advisor / Registered Representative / Agent

Career Description: Financial Advisors help clients identify and achieve their financial goals.

Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning.

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 the world. New York Life has earned the highest possible ratings from 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 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2015.

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 action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®.

Mariano "Manny" Loredo

Senior Partner
NEW YORK LIFE
San Antonio General Office

8000 IH 10 West, Suite 800

San Antonio, TX 78230

Tel. 210 321-1415

Local Offices: San Antonio and New Braunfels

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

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday
• Weekends

Supplemental pay types:

• Bonus pay
• Commission pay

Application Question(s):

• Are you part of the 2%-3% of the population that are true business owner/entrepreneurial minded people that needs a 7 figure opportunity with a 6 figure inevitability?

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)
• Management: 1 year (Preferred)
• Insurance sales: 1 year (Preferred)

Willingness to travel:

• 50% (Preferred)

Work Location:

• Multiple locations

Paid Training:

• No

Typical start time:

• 8AM

Typical end time:

• 8PM

Company's website:

• newyorklife.com

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• Temporarily due to COVID-19

COVID-19 Precaution(s):

• Remote interview process
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place

Work Location: Multiple Locations

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