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Insurance & Investments Financial Services - Entry-Level
Insurance & Investments Financial Services - Entry-LevelNYL Norcal - Grant Group • Windsor, CA, US
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Insurance & Investments Financial Services - Entry-Level

Insurance & Investments Financial Services - Entry-Level

NYL Norcal - Grant Group • Windsor, CA, US
30+ days ago
Job type
  • Full-time
Job description

Build a Rewarding Career Helping Others Secure Their Financial Future

Take charge of your future while making a lasting difference in the lives of others. As a Financial Professional with New York Life , you’ll guide families, individuals, and business owners toward financial security — all while enjoying upside income potential and the support of a Fortune 100 company that’s been trusted for over 180 years.

What You’ll Do

  • Help clients make confident financial decisions around retirement planning, college funding, life insurance, and protection strategies .
  • Build lasting relationships while developing in-demand skills in sales, communication, and financial guidance .
  • Grow your own career with the backing of New York Life’s tools, training programs, and strong national reputation .

What We Offer

  • Paid training & mentorship – Industry-leading learning programs and one-on-one coaching to help you succeed.
  • Comprehensive benefits – Medical, dental, vision, life, and disability insurance, plus a 401(k) and pension plan.
  • Upside earning potential – Performance-based commissions with bonus and incentive opportunities.
  • Digital tools & team support – Marketing platforms, peer mentorship, and administrative assistance to help you focus on clients.
  • Financial strength you can trust – New York Life consistently earns the highest ratings for financial stability and has been helping clients protect what matters most since 1845.
  • Compensation :

    $130,000 at plan earnings

    Responsibilities :

  • Build relationships with individuals, families, and small businesses to understand their financial needs.
  • Provide guidance on retirement planning, college savings, and protection solutions like life and disability insurance.
  • Develop customized strategies using New York Life’s wide range of investment & financial products.
  • Maintain long-term relationships by offering ongoing support and financial reviews.
  • Learn about investment strategies and how you can help others.
  • Get involved in local networking, charities, and chambers to best serve our community.
  • Qualifications :

  • Business-driven mindset with the drive to build your own career.
  • Strong communication and relationship-building skills.
  • Self-disciplined and motivated to achieve personal and professional goals.
  • Ability to learn complex concepts and explain them clearly to clients.
  • Coachable and eager to participate in training and mentorship programs.
  • Previous sales, customer service, or financial experience is helpful but not required — we provide paid training.
  • About Company

    About New York Life Insurance & Investments

    For over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company , we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.

    Our mission is simple : to provide financial security and peace of mind through trusted guidance, innovative solutions, and long-term strength.

    We’re proud of our values : integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.

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    Financial Investment • Windsor, CA, US

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