Financial Advisor - San Diego

Company: New York Life - San Diego
Location: San Diego
Posted on: January 16, 2026

Job Description:

Job Description Job Description Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NY LIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. 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, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity 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. You will be in business for yourself, but never by yourself. Qualifications: We require motivated, business-minded 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. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills, and effective relationship management skills. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Compensation: $90,000 commission based Responsibilities: Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs Qualifications: Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required Proficiency with accounting or sales-related software is helpful Bachelor’s degree preferred; high school diploma required About Company Awards & Accolades. A Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA Very Strong (Standard & Poor’s) We’re proud of our position in the industry. New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine’s Training Top 100 for 2021 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

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