Financial Sales Professional / Investment Advisor Trainee
New York Life Insurance Company is seeking a Financial Services Professional / Investment Advisor Trainee in their Central California office in Fresno. The role involves helping clients build secure financial futures by providing guidance on various financial matters, including investments and insurance, while receiving comprehensive training and support from the company. Responsibilities Getting trained, obtaining licenses and designations Use our integrated CRM and marketing tools to identify new prospects Meet with clients to gather financial information and goals Deliver personalized financial strategies based on client needs Recommend solutions including Life insurance, Saving plans, Long term care, Disability Insurance, Business Solutions and Investments Build long-term relationships and trust with clients and businesses Skills Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor/Coachable Computer Savvy Strong Networking Skills Financial Literacy Pass a Background Check High ethical standards/Discipline College Degree - Bachelors Financial Services experience Knowledge or a background in Taxes Sales experience (non-aggressive) Benefits W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) 401K Retirement Benefits Option Medical, Vision & Dental Insurance Option Company Overview For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship New York Life Insurance Company has a track record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.