Financial representative Jobs in San Jose, CA

This is a full-time hybrid opportunity, Monday through Friday, with in-office collaboration required on Mondays and Fridays.

At this time, we are only considering candidates who live within a 30-mile radius of San Jose, CA, and are holding either a US passport, a green card, or an immigrant visa.

Build a Career That Creates Lasting Impact

At New York Life, you’re not just starting a job—you’re building a meaningful career focused on helping individuals, families, and communities achieve financial security and peace of mind.

We are seeking a Financial Representative to join our growing Greater San Jose and Santa Clara Office team. If you are fluent in English and proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese—and are passionate about supporting diverse communities—we encourage you to apply.

Why Join New York Life?

• Upside Earning Potential
• Enjoy a competitive compensation structure with performance-based incentives designed to reward your ambition, dedication, and results.
• Flexibility and Independence
• Create a schedule that supports your personal and professional goals while building a career with long-term growth potential.
• Professional Development and Advancement
• Benefit from industry-leading training, mentorship, and a clearly defined path for career advancement with ongoing support at every stage of your journey.

About the Role

As a Financial Professional, you will help clients navigate important financial decisions by providing personalized guidance and access to a broad range of insurance and investment solutions.

The Difference You’ll Make

In this role, you’ll help individuals and families build, protect, and preserve their financial futures while developing meaningful, long-term relationships within your community.

Start Building Your Future Today

Join New York Life and grow a career that offers professional fulfillment, financial opportunity, and personal growth.

Full-time agents and their eligible dependents receive immediate access to full benefits, including medical, dental, and vision.

$118,500+ annually at plan commission

• Engage with clients to understand their financial goals and provide tailored insurance and investment solutions.
• Cultivate and maintain strong, long-term relationships with clients and the community, fostering trust and loyalty.
• Conduct comprehensive financial needs analyses to identify opportunities for clients to achieve financial security.
• Collaborate with team members to enhance service delivery and share best practices for client engagement.
• Stay informed about industry trends and product offerings to provide clients with the most relevant and up-to-date advice.
• Manage your schedule effectively to balance in-office collaboration and client meetings, ensuring optimal productivity.
• Utilize bilingual skills to communicate effectively with diverse communities, enhancing client understanding and satisfaction.

Language Requirements

• Fluent in English
• Proficiency in at least one of the following: Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, or other languages

Core Values

• Embraces the concept of “seeds,” symbolizing growth, nurturing, and long-term personal and professional development
• Demonstrates compassion and a genuine commitment to helping others

Ideal Candidate Profile

• Motivated, open-minded, and results-driven
• Strong communication and interpersonal skills
• Empathetic and client-focused
• Self-starter with a commitment to continuous learning and professional growth
• Skilled in building relationships and connecting with diverse individuals

Eligibility Requirements

• Authorized to work in the United States with a valid U.S. passport, green card, or immigrant EAD (OPT/F-1 visa holders are not eligible)

New York Life’s 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 an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110