Financial Services Professional

Full Time
Denver, CO
Posted
Job description

Are you a leader who has the following traits?

  • Competitive
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic

If yes, consider becoming a financial professional to drive a positive impact in the lives of clients 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 invaluable 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 multi-faceted 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.

Compensation:

$78,000 - $102,000 varies on performance, non-sales based income included

Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications:
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
About Company


New York Life Insurance Company & NYLIFE Securities, LLC - a Fortune 100 company - founded in 1845, is the largest and oldest mutual life insurance company in the United States. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of 9/12/2022.

Together with its subsidiaries, New York Life provides a wide range of products and services, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as, mutual funds through its broker-dealer arm NYLIFE Securities, LLC (member of FINRA and SIPC), Wealth management, estate planning and advisory services are offered through the investment advisory division Eagle Strategies, LLC. New York Life Investment Management provides institutional asset management and retirement plan services.

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