Insurance and Financial Services Professional

6 days ago


Fort Collins, Colorado, United States New York Life - Fort Collins Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance and Financial Services Professional to join our team at New York Life - Fort Collins. As a key member of our team, you will be responsible for providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, taking into account their unique needs and goals.
  • Conduct thorough needs analyses to identify opportunities for growth and improvement.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date on industry trends and developments, ensuring that clients receive the most effective and efficient solutions.
  • Collaborate with colleagues to achieve team goals and objectives.
Requirements
  • Must be a resident of Colorado, Wyoming, or Nebraska.
  • Have a proven track record of success and people-oriented skills.
  • Coaching, leadership, or management experience.
  • Established presence within the local Latino community.
  • Possess an entrepreneurial spirit.
  • Bachelor's degree preferred; high school diploma mandatory.
  • MBA for advanced position.
About Us
  • We are a Fortune 100 company with a long history of providing exceptional financial services to our clients.
  • We offer a comprehensive range of products and services, including life insurance, annuities, and investments.
  • We are committed to helping our clients achieve their financial goals and build a strong financial future.


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