Lisa Vallejo Email and Phone Number
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Lisa Vallejo phone numbers
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: LVallejo@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
New York Life Insurance Company
View- Website:
- newyorklife.com
- Employees:
- 31117
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PartnerNew York Life Insurance CompanyLos Angeles, Ca, Us -
PartnerNew York Life Insurance Company Oct 2022 - PresentNew York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: LVallejo@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation -
AgentNew York Life Insurance Company Nov 2004 - Sep 2022Greater Los Angeles AreaAgent licensed to sell insurance through New York Life Insurance Company -
Financial Services ProfessionalNylife Securities Llc. Nov 2004 - Oct 2022Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency. -
Founder & PrincipalMargaret May Insurance & Financial Services Oct 2015 - Sep 2022Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.
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Consultant, Planned GivingArchdiocese Of Los Angeles Jun 2014 - Mar 2016Los Angeles, CaDeveloped, coordinated and ran the Planned Giving Estate Planning Seminar Program for the Archdiocese of Los Angeles. Coordinated Estate Planning Attorney's, Accountants and Financial Advisors with parishes in all regions of the Archdiocese to produce more than 50 quality Estate Planning and Planned Giving seminars to educate parishioners on these important issues. Generated more than 650 attendees, potential donors and clients. -
Personal BankerProvident Savings Bank 1994 - 2004California
Lisa Vallejo Skills
Lisa Vallejo Education Details
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Southern New Hampshire UniversityFinance, Financial Planning -
The American College Of Financial ServicesInsurance
Frequently Asked Questions about Lisa Vallejo
What company does Lisa Vallejo work for?
Lisa Vallejo works for New York Life Insurance Company
What is Lisa Vallejo's role at the current company?
Lisa Vallejo's current role is Partner.
What is Lisa Vallejo's email address?
Lisa Vallejo's email address is li****@****ial.com
What is Lisa Vallejo's direct phone number?
Lisa Vallejo's direct phone number is +132325*****
What schools did Lisa Vallejo attend?
Lisa Vallejo attended Southern New Hampshire University, The American College Of Financial Services.
What are some of Lisa Vallejo's interests?
Lisa Vallejo has interest in Lacma, Social Services, Children, Long Term Care Insurance, Economic Empowerment, Yoga, Health, Environment, Dancing, Clean Eating.
What skills is Lisa Vallejo known for?
Lisa Vallejo has skills like Estate Planning, Financial Planners, Fixed Annuities, Wealth Preservation Planning, Insurance, Retirement Planning, Financial Planning, Iras, Investments, Finance, Legacy Giving, Roth Ira.
Who are Lisa Vallejo's colleagues?
Lisa Vallejo's colleagues are Suszan May, Linda S. Macias, Flmi, Acs, Devin Villamejor, Louis Magnani, Erin Cook, Ricky Archer, Cspo, Hunter Davis.
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