NYL - Lance Gillman
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.
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).
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
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
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 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 possess uncompromising integrity and the ability to communicate complex ideas
Ability to successfully network to prospect new potential clients is a must
Relationship management skills are required
Competitive
Enterprising
Coachable
Communicative
Self‑disciplined
Authentic
Compensation $100,000 - $150,000 at plan
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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.
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).
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
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
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 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 possess uncompromising integrity and the ability to communicate complex ideas
Ability to successfully network to prospect new potential clients is a must
Relationship management skills are required
Competitive
Enterprising
Coachable
Communicative
Self‑disciplined
Authentic
Compensation $100,000 - $150,000 at plan
#J-18808-Ljbffr