New Accounts Representative jobs in Vallejo, 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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Financial Sales Representative
  • New York Life
  • Fairfield, CA FULL_TIME
  • Financial Sales Representative

    Are you a leader who has the following traits?

    • Competitive

    • Entrepreneurial

    • Coachable

    • Communicative

    • Self-disciplined

    • Authentic

     

    If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

     

    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. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

     

    What we offer...

    Training and development

    We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

     

    Digital tools

    Beyond this training and support, New York Life will equip you with the tools 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.

     

    Products and solutions

    Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

     

    Human guidance

    When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

    How we will compensate you.

    You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met

    annual minimum sales production requirements was $124,000.3 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4

     

    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 the long-term success of our clients.

     

    Awards & Accolades...

    We’re proud of our financial strength.5

    • 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 offer.6

    • Training Magazine’s APEX Award for 2022

     

    We’re proud to be recognized by organizations that also

    value diversity.

    • Human Rights Campaign: 2022 Corporate Equality Index

    • Forbes 2022: America’s Best Employers for Diversity

    • Latino Leaders 2022 Best Companies for Latinos to Work For

     

    We’re proud of the help we’ve provided and continue to

    provide our clients.7

    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.8

     

     

    1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

    2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

    Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history,

    production standards, and required training. Requirements are subject to change.

    3. Based on 2021 company data for 4,579 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as

    of December 31, 2021. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004.

    Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes

    are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is

    commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales

    and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized

    expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted

    to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the

    credits and debits are applied.

    4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents 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. In the event of any conflict between the

    information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the

    benefit plans described herein at any time for any reason.

    5. 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).

    The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.

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

    7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and

    Annuity Corporation, for the 12 months ending December 31, 2021.

    8. This reflects 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 12months 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.

    New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

  • 8 Days Ago

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New York Life Accelerated Path to Management Program
  • New York Life
  • Fairfield, 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...
  • 20 Days Ago

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Accounts Receivable
  • B.R. Funsten & Co. DBA Tom Duffy Company
  • Fairfield, CA FULL_TIME
  • Analyses accounts receivable transactions to ensure compliance with internal controls and accounting policies. Maintains and reconciles accounts receivable ledger and prepares management reports, incl...
  • 19 Days Ago

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Accounts Coordinator
  • Royalty Staffing
  • Fairfield, CA FULL_TIME
  • One Full time position and one 6 month contract with possibility of extension!International manufacturer of supplies for the winemaking industry is seeking an additional in house Accounts Coordinator ...
  • 20 Days Ago

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Accounts Coordinator
  • Balfour Beatty Investments - North America
  • Fairfield, CA FULL_TIME
  • Who We Are At Balfour Beatty Communities, we are dedicated to a singular mission: delivering the quality communities people are proud to call home. We believe exceptional living experiences can only b...
  • 1 Month Ago

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Accounts Receivable
  • Advantage Group
  • Vallejo, CA FULL_TIME
  • Company DescriptionAdvantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients natio...
  • 1 Month Ago

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0 New Accounts Representative jobs found in Vallejo, CA area

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Sales Representative (R3 Safety - Northeastern US)
  • Bunzl Distribution NA
  • Fairfield, CA
  • ** Sales Representative (R3 Safety - Northeastern US)** **Job Category****:** Field Sales **Requisition Number****:** SA...
  • 4/16/2024 12:00:00 AM

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Sales Manager
  • Courtyard by Marriott Richmond
  • San Pablo, CA
  • JOB PURPOSE: Reporting to the Director of Sales, General Manager, Marketing/Regional General Manager and Ownership, you ...
  • 4/16/2024 12:00:00 AM

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Outside Sales Representative
  • ULINE
  • Napa, CA
  • Napa, California Outside Sales Representative Pay from $80,000 to $110,000 per year Strong customer relationships built ...
  • 4/16/2024 12:00:00 AM

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Sales Representative (Entry-Level B2B)
  • ADP
  • Pinole, CA
  • ADP is hiring a Sales Representative, Small Business Services. • Are you ready to build a rewarding future? Uncapped com...
  • 4/15/2024 12:00:00 AM

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Account Coordinator (TEMP, Leave Coverage)
  • Verallia USA
  • Fairfield, CA
  • ABOUT VERALLIA USA At Verallia, our purpose is to re-imagine glass for a sustainable future. We want to redefine how gla...
  • 4/15/2024 12:00:00 AM

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Sales Representative (Entry-Level B2B)
  • ADP
  • Fairfield, CA
  • ADP is hiring a Sales Representative, Small Business Services. • Are you ready to build a rewarding future? Uncapped com...
  • 4/15/2024 12:00:00 AM

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Sales Representative
  • Bunzl Distribution NA
  • Fairfield, CA
  • ** Sales Representative** **Job Category****:** Field Sales **Requisition Number****:** SALES009507 Showing 1 location *...
  • 4/14/2024 12:00:00 AM

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Rep I - Customer Service
  • Total Safety U.S. Inc.
  • Fairfield, CA
  • ** Rep I - Customer Service** **Job Category****:** Customer Service **Requisition Number****:** REPIC003744 Showing 1 l...
  • 4/14/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$40,663 to $50,285
Vallejo, California area prices
were up 2.5% from a year ago

New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019