Financial Professional

New York Life - Northern Colorado

Financial Professional

Fort Collins, CO
Full Time
Paid
  • Responsibilities

    We’re looking for a motivated self-starter to join our financial services team. If you’re interested in finance, investments, estate planning, tax strategies, and helping clients achieve their goals, this role is for you. Strong communication skills and a drive to succeed are a must. Compensation & Benefits You’ll receive a Training Allowance, plus commissions and an expense allowance. Additional perks include W-2 employment, subsidized health, dental, and vision coverage, a 401(k) plan, and a Cash Balance Pension Plan. One of the biggest advantages of this career is the ability to set your own schedule. Responsibilities: • No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities. • We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part. • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles. • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients. • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time. Qualifications: • Must live in the state of Colorado, Wyoming, or Nebraska. • History of success. • Strong interpersonal communication skills. • Good reputation in your community. • Business-driven ethos. • Four-year college degree preferred; High school diploma required. Compensation: $80,000 - $150,000

    • No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities. • We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part. • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles. • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients. • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

  • Compensation
    $60,000-$120,000 per year