NYL - Lance Gillman
Overview
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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional 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 Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Make an impact in your community As a Financial Sales Advisor, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better You’ll help clients navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied Qualifications
Strong relationship management skills and/or experience required Must have the ability to successfully network and prospect for new clients Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required What is expected of our Agents? The ability to understand the needs and financial concerns of clients Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter Promote customized ways for clients to achieve their long-term financial goals Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time Compensation:
$77,000+ at plan earnings
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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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional 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 Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Make an impact in your community As a Financial Sales Advisor, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better You’ll help clients navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied Qualifications
Strong relationship management skills and/or experience required Must have the ability to successfully network and prospect for new clients Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required What is expected of our Agents? The ability to understand the needs and financial concerns of clients Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter Promote customized ways for clients to achieve their long-term financial goals Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time Compensation:
$77,000+ at plan earnings
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