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 growing its team by hiring a financial service professional who can offer our financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. We provide a three-year training program, marketing support, prospecting and technical assistance, and ongoing resources you would expect from a Fortune 100 company.
Responsibilities
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
What 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 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
Ability to communicate complicated concepts while maintaining strong principles such as honesty and integrity
Effective relationship management skills
Ability to network to identify potential new clients
Competitive, ambitious, coachable, communicative, self-disciplined, and authentic
Compensation Compensation:
$100,000 - $150,000 per year
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New York Life is growing its team by hiring a financial service professional who can offer our financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. We provide a three-year training program, marketing support, prospecting and technical assistance, and ongoing resources you would expect from a Fortune 100 company.
Responsibilities
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
What 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 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
Ability to communicate complicated concepts while maintaining strong principles such as honesty and integrity
Effective relationship management skills
Ability to network to identify potential new clients
Competitive, ambitious, coachable, communicative, self-disciplined, and authentic
Compensation Compensation:
$100,000 - $150,000 per year
#J-18808-Ljbffr