Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Responsibilities:

Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.

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.
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.

Qualifications:

Must have the ability to successfully network and prospect for new clients.
Must possess uncompromising integrity and the ability to communicate complex ideas.
Strong relationship management skills and/or experience required.
Competitive, ambitious, coachable, communicative, self-disciplined, and authentic.

Compensation: $100,000 - $150,000 at plan.

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New York Life - Lance Gillman jobs

Financial Consultant