New York Life - Hartman Team
Company Mission
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.
About New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC).
Benefits A licensed insurance agency – Equal Opportunity Employer M/F/D/V. Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Responsibilities
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
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.
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
Qualifications
Must have the ability to successfully network and prospect for new clients.
Must have effective relationship management skills.
Must possess uncompromising integrity and the ability to communicate complex ideas.
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About New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC).
Benefits A licensed insurance agency – Equal Opportunity Employer M/F/D/V. Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Responsibilities
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
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.
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
Qualifications
Must have the ability to successfully network and prospect for new clients.
Must have effective relationship management skills.
Must possess uncompromising integrity and the ability to communicate complex ideas.
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