Financial Service Professional
6 days ago
As a financial service professional at New York Life - Lance Gillman, you will have the opportunity to build a rewarding career helping individuals and families achieve their long-term financial goals.
About the JobThis role requires strong relationship management skills, with the ability to effectively communicate complex financial programs and ideas to clients. You will be responsible for identifying potential new clients through effective networking, and providing tailored financial plans using our array of services.
The estimated salary for this position is $125,000-$175,000 per year, depending on experience and performance. In addition to competitive compensation, we offer a comprehensive training program, marketing support, and ongoing technical assistance.
You will work closely with highly successful agents and managers who will assist you in developing a clientele. Our company provides the resources and support you need to succeed in this challenging yet rewarding career.
Key Responsibilities- Implement social media and other marketing tools to identify and generate prospects
- Develop and implement tailored financial plans using our services
- Assist clients with decisions related to life insurance, mutual funds, and savings plans
- Use a CRM to organize client financial status, goals, cash flow, and monetary expectations
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