Lisa Vallejo

Lisa Vallejo Email and Phone Number

Los Angeles, CA, US
Lisa Vallejo's Location
Los Angeles, California, United States, United States
Lisa Vallejo's Contact Details

Lisa Vallejo personal email

Lisa Vallejo phone numbers

About Lisa Vallejo

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

Lisa Vallejo's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

View
Partner
Los Angeles, CA, US
Website:
newyorklife.com
Employees:
31117
Lisa Vallejo Work Experience Details
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company
    Los Angeles, Ca, Us
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Oct 2022 - Present
    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
    Agent
    New York Life Insurance Company Nov 2004 - Sep 2022
    Greater Los Angeles Area
    Agent licensed to sell insurance through New York Life Insurance Company
  • Nylife Securities Llc.
    Financial Services Professional
    Nylife Securities Llc. Nov 2004 - Oct 2022
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • Margaret May Insurance & Financial Services
    Founder & Principal
    Margaret May Insurance & Financial Services Oct 2015 - Sep 2022
    Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.
  • Archdiocese Of Los Angeles
    Consultant, Planned Giving
    Archdiocese Of Los Angeles Jun 2014 - Mar 2016
    Los Angeles, Ca
    Developed, 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.
  • Provident Savings Bank
    Personal Banker
    Provident Savings Bank 1994 - 2004
    California

Lisa Vallejo Skills

Estate Planning Financial Planners Fixed Annuities Wealth Preservation Planning Insurance Retirement Planning Financial Planning Iras Investments Finance Legacy Giving Roth Ira Financial Services Life Insurance Mutual Funds Multi Generational Wealth Transfer Roth Iras Strategic Financial Planning Long Term Care Disability Insurance Licensed Life And Health Insurance Agent Long Term Care Insurance Small Business 401k Rollovers Term Life Insurance Retirement Annuity Sales Employee Benefits Securities Key Person Protection Whole Life

Lisa Vallejo Education Details

  • Southern New Hampshire University
    Southern New Hampshire University
    Finance, Financial Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Insurance

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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