Financial Services Representative

Overview

Financial Services Representative | New York Life – Orange County / LA Area

About Us:

For over 179 years
, New York Life Insurance Company has been helping people put love into action. As a mutual company
, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re deeply committed to strengthening local communities through a culture of giving and volunteerism—backed by our New York Life Foundation.

When you join New York Life, you’re not just stepping into a role - you’re aligning yourself with a company built on core values, respect, and trust. Our culture is one where collaboration, innovation, and mentorship fuel success. Here, you’ll find a family-based, respect-driven environment designed to set you up for long-term success.

About the Role:

This is a full-time hybrid role located in the greater Orange County / LA area
.

As a Financial Services Representative
, you’ll deliver exceptional client experiences, provide financial guidance, and advise on investment solutions and protection opportunities. You’ll build long-term relationships that empower individuals, families, and small businesses to achieve their financial goals.

We invite you to bring your talents here, so we can continue to help our clients "Be Good at Life."

But let’s be clear: this isn’t just another job. If you are a serious person, you ll be tasked with a serious mission. Your purpose now becomes helping others achieve their financial goals, desires, and dreams.

Your opportunity is a lasting career in one of the most potent and purpose-driven industries in the world:
Financial Services.

We’re seeking driven, people-first leaders who are unfazed by life's challenges. Are you ready for more than a paycheck? This is a launchpad into leadership, ownership, and legacy-building.

Our Culture:

We are looking for Empowered Leaders who want to:

• Make an impact.
• Earn what they’re truly worth.
• Stop trading time for money and create a scalable career with unlimited potential.
• Build success within a family-based, respect-driven culture where mentorship and collaboration are the foundation.
• Design a career (and a life) with no ceiling.

What We Offer:

• Open-Ended 6–7 Figure Compensation Potential
• Retirement Security
  :
  Multiple 401(k) options + Pension Plan
• Unlimited Growth Tracks
  :
  Management, Mentorship, and Business Ownership
• A Forever Career that evolves with you at every stage

We provide the training, licensing support, mentorship, and tools you need to succeed. No financial background required—just grit, coachability, and the heart to help others thrive.

Would you be open to a brief 30-45-minute Zoom call to explore whether this could be a goodfit? If not for you, maybe someone you know who’s ready for something big, bold, and life-changing?

Let’s talk possibilities.

Please use the Auto Apply Feature in this Posting to set up an interview.