New Accounts Representative jobs in Chico, CA

New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

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New York Life Accelerated Path to Management Program
  • New York Life
  • Chico, CA FULL_TIME
  • New York Life Accelerated Path to Management Program

     

    Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.

     

    What we’re looking for

    We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

    • Do you have sales or managerial experience in another industry?

    • Have you previously run your own business?

    • Do you have an MBA or other equivalent degree?

     

    In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

     

    What we offer

    Your first year

    You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.

     

    Training and resources

    You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

     

    Product Solutions

    You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

     

    Your transition to a Field Manager role

    After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized

    six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

     

    How we will compensate you

    When you begin with New York Life as a financial professional2, you will receive income that is commission-based.3

     

    If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California, the salary range is $62,400–$150,000), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan.5

    New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 586 recruiters at all levels in 2021 was $270,890.6

     

    About New York Life

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

     

    Awards & Accolades

    We’re proud of our financial strength7

    • A Superior (A.M. Best)

    • AAA Exceptionally Strong (Fitch)

    • Aaa Exceptional (Moody’s)

    • AA Very Strong (Standard & Poor’s)

     

    We’re proud of the training we offer8

    • Training Magazine’s APEX Award for 2022

     

    We’re proud the be recognized by organizations that also value diversity

    • Latino Leaders: 2022 Best Companies for Latinos to Work For

    • Human Rights Campaign: 2022 Corporate Equality Index

    • Forbes 2022: America’s Best Employers for Diversity

     

    We’re proud of the way we serve our clients9

    • 5.5 million lives protected (includes all owners of individual life insurance and annuity policies)

    • $4.9 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends

    paid. Dividends are not guaranteed.)

    • $938 million lifetime annuity paid (includes all payouts on individual income annuity products)

    • Over $1.1 trillion life insurance protection in force (includes term, whole, and universal life)

     

     

    1 Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Please ask your New York

    Life recruiter for details.

    2 If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to

    work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you

    either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is

    earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime

    agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.

    3 If you would like more information about commission-based income for financial professionals, please consult with your New York Life recruiter.

    4 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The

    company reserves the right to amend or terminate the plan at any time for any reason.

    5This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility

    and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or

    terminate benefit plans at any time for any reason.

    6 In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including your field

    management title/level, the sales results of your agent unit and/or your General Office, and your applicable field management compensation plan. The

    company reserves the right to amend, modify, or terminate the compensation plans at any time. The historical income numbers shown above include

    additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company.

    Average partner income is provided for illustrative purposes only.

    7 New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four

    major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A , Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA (as of

    10/18/2022).

    8 A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition

    9 All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life

    Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2021. Individual life insurance in force is the total face amount

    of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time.

    The company’s individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany

    transactions have been eliminated in consolidation.

  • 1 Month Ago

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Accounts Receivable/Collections Clerk
  • Beebe's Water Systems
  • Redding, CA PART_TIME
  • A local water treatment system company is looking for an Accounts Receivable & Collection Clerk. This is a part-time, long-term position, located in Redding, CA. Qualified candidates will have the abi...
  • 19 Days Ago

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Lead Accounts Payable Clerk
  • Oroville Hospital
  • Oroville, CA FULL_TIME
  • Job Description Lead Accounts Payable Clerk 8510 #11190 Job #: 11190 Job Category: Accounting Job Type: Full Time Shift Type: Days Department: General Accounting Pay Range: $20.33/Hr. - $27.32/Hr. Ope...
  • 21 Days Ago

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Accounts Receivable Specialist
  • Mad Engine Global LLC
  • Chico, CA FULL_TIME
  • SALARY RANGE:$24.00hr to $25.00hr LOCATION: Chico, California, or Other Mad Engine Offices STATUS:Hourly, Full-Time POSITION SUMMARY: The Accounts Receivable Coordinator plays a vital role in ensuring...
  • 4 Days Ago

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Accounts Receivable Accountant
  • Mains'l
  • Chico, CA FULL_TIME
  • Do you want to work in the business of hopes and dreams where you can make a difference in the lives of others? Do you want to work with a company that was ranked 14th in a Top Workplace review for 20...
  • 5 Days Ago

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Accounting Associate Accounts Payable
  • Red Oaks Medical Group Inc
  • Red Bluff, CA FULL_TIME
  • Accounting Associate Accounts Payable Reports to: Finance Manager Organizational Peers; Finance Department Direct Reports; None Pay Scale; $23-$29 DOE Job Summary; Employee will effectively administer...
  • 6 Days Ago

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0 New Accounts Representative jobs found in Chico, CA area

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Outside Sales Representative - Water works Distributor (sewer, storm, water)
  • Core & Main, Inc.
  • Chico, CA
  • **Outside Sales Representative - Water works Distributor (sewer, storm, water)** CAROUSEL_PARAGRAPH * Chico, California ...
  • 4/25/2024 12:00:00 AM

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Customer Support Representative- Field Based
  • Millennium Health
  • Chico, CA
  • **This field-based position requires daily travel, working onsite with Millennium Health customers. ** **This is a Custo...
  • 4/25/2024 12:00:00 AM

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Operations Manager
  • Sierra Central
  • Chico, CA
  • Job Details Job Location: Chico Branch - Chico, CA Position Type: Full Time Education Level: High School Salary Range: U...
  • 4/23/2024 12:00:00 AM

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Client Service Associate
  • Retirement Security Centers
  • Chico, CA
  • About Us Retirement Security Centers is a comprehensive wealth management practice in Chico, CA. Over the years, we have...
  • 4/23/2024 12:00:00 AM

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Customer Advocate
  • Community Choice Financial Family of Brands
  • Chico, CA
  • Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
  • 4/22/2024 12:00:00 AM

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Operations Administrator I, II, or II
  • Tri counties bank
  • Chico, CA
  • The hiring range for this opportunity is $27.30 - $42.75 per hour (specific rate will be dependent upon experience level...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Chico, CA
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Rep-Customer Service
  • Suburban Propane, LP
  • Red Bluff, CA
  • > > **Rep-Customer Service** **Red Bluff , CA** **JOB ID: 8083** **JOB CATEGORY: Customer Service** **POSITION TYPE: Reg...
  • 4/21/2024 12:00:00 AM

Chico is the most populous city in Butte County, California, United States. As of the 2010 United States Census, the population was 86,187, reflecting an increase of 26,233 from the 59,954 counted in the 2000 Census. The city is the cultural, economic, and educational center of the northern Sacramento Valley and home to both California State University, Chico and Bidwell Park, the country's 26th largest municipal park and the 13th largest municipally-owned park. Bidwell Park makes up over 17% of the city. Other cities in close proximity to the Chico Metropolitan Area (population 212,000) incl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$37,266 to $46,083
Chico, California area prices
were up 2.5% from a year ago

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New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
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New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
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