Financial Security Specialist
4 days ago
We are seeking a self-motivated Financial Security Specialist to join our team at New York Life - Lance Gillman. As a specialist, you will help clients develop a sound, long-term strategy to achieve their financial goals.
Key Responsibilities- Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- 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
- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
The estimated annual salary for this position is $125,000 - $175,000, depending on experience.
About Our CompanyNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 176 years of industry success, including:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)
- Full benefits when hired and 3 separate pension
- 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
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