Financial Services Sales Consultant

1 week ago

Denver, Colorado, United States New York Life - Denver Metro Full time
Job Overview

Financial Advisor Sales Role

At New York Life, our commitment is to deliver financial stability and assurance through our diverse insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and each other. With a foundation built on confidence and humility, we act as responsible stewards for the long term, ensuring we are present for our clients when they need us most.

We are seeking entrepreneurial-minded individuals to help expand the New York Life presence in the Denver Metro area.

  • Over 9-10 Americans aged 60 and above lack a retirement income strategy.
  • Long Term Care is becoming increasingly essential in a client's financial portfolio as care costs rise.
  • We advocate for life insurance as a vital risk management tool within our comprehensive planning approach, educating clients on its benefits beyond just death benefits and generational wealth.
  • With increasing life expectancies, many retirement plans fail to account for inflation and sustainable income. We offer various fixed products and income solutions to assist clients in achieving their financial aspirations.
Compensation:

Projected earnings range from $90,000 to $150,000 based on performance.

Key Responsibilities:

New York Life provides the essential resources and ongoing support expected from a leading financial institution. Our programs enable you to collaborate with successful, established agents and managers who will assist you in building a client base. Training, support, and professional development are integral to our approach, featuring a comprehensive three-year training program, marketing resources, and technical assistance. If you thrive on community engagement and relationship building, this career path may be a great fit for you.

  • Engage with new and prospective clients to understand their priorities and financial situations, recommending suitable insurance solutions tailored to their unique needs. We prefer to be seen as consultants and educators rather than traditional salespeople, emphasizing community involvement and personal passions.
  • Apply proven sales strategies to maintain and grow a loyal customer base, focusing on long-term relationships rather than one-time transactions.
  • Maintain accurate bookkeeping, sales databases, and client records to track progress toward monthly goals. We utilize SalesForce as our CRM system, and our management team will provide training to help you effectively manage these tools.
  • Stay informed about industry standards and policy changes to ensure compliance and monitor claims for mutual satisfaction. We prioritize keeping our advisors updated on key industry developments through regular meetings and training sessions.
  • Develop customized risk management strategies that align with clients' risk profiles. Our holistic planning approach ensures that we work with clients throughout their financial journey.
Qualifications:
  • Associate's degree in finance, accounting, or economics, or a four-year college degree.
  • Strong communication skills, both verbal and written.
  • Previous sales or business experience is preferred.
  • Entrepreneurial mindset and competitive spirit.
  • Genuine desire to assist others.
  • Willingness to obtain necessary licenses for selling financial products.
  • Must reside in the state of Colorado.

Strong interpersonal skills, self-motivation, and the ability to work independently or as part of a team are advantageous.

As you progress in your career, various opportunities will arise, from owning your own business to joining an established firm. Engage with other licensed professionals in the industry or continue your journey as a Financial Advisor.

We also offer management career paths that can be transformative for the right individual. We encourage candidates to approach the interview process with an open mind and gather comprehensive information about our career opportunities. Submit your application and resume for consideration.

About New York Life

New York Life is recognized as one of the most reputable financial institutions globally, consistently receiving top financial strength ratings from major rating agencies. For over six decades, we have led the Million Dollar Round Table, boasting more members than any other insurance or financial organization.

Financial Advisors provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC, a member of FINRA/SIPC, and a licensed insurance agency - Equal Opportunity Employer M/F/D/V.

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