Financial Services Sales Consultant

2 weeks ago


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

Role: Financial Advisor Sales

At New York Life, our commitment is to deliver financial stability and assurance through our diverse offerings in insurance, annuities, and investment products. We prioritize integrity and empathy in all our dealings with clients, partners, and colleagues. With a foundation built on confidence and humility, we are dedicated to serving as responsible stewards for the long term. Our primary goal is to be a reliable resource for our clients when they need us the most.

We are seeking entrepreneurial-minded individuals within the community 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 continue to escalate.
  • We advocate for the necessity of life insurance, utilizing it as a risk management tool within our comprehensive planning approach. Many individuals are only aware of life insurance for its death benefits and wealth transfer capabilities, while we emphasize its potential as a tax-advantaged growth asset.
  • With increasing life expectancies, many retirement plans fail to consider inflation and the need for sustainable income. We offer a variety of 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. If you enjoy engaging with the community and fostering relationships, this career path may be a perfect fit for you.

  • Engage with new and prospective clients to understand their priorities and financial situations, and recommend appropriate insurance solutions tailored to their needs. We aim to be seen as consultants and educators rather than mere salespeople, emphasizing community involvement and personal passions.
  • Implement effective sales strategies to maintain and expand existing client portfolios, fostering long-term relationships. Our focus is on supporting clients throughout their financial journeys.
  • Maintain accurate records, sales databases, and bookkeeping systems to track progress toward monthly objectives. 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 updates to ensure compliance with all requirements, while monitoring insurance claims for mutual satisfaction. We prioritize keeping our advisors informed on critical industry developments through regular meetings and training sessions.
  • Develop customized risk management strategies in collaboration with clients that align with their individual risk profiles. Our holistic planning approach ensures that we work closely with clients throughout their financial lives.
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 advantageous.
  • Entrepreneurial mindset with a competitive spirit.
  • Genuine desire to assist others in achieving their financial goals.
  • Willingness to obtain necessary licenses for selling financial products.
  • Residency in Colorado is required.

Strong interpersonal skills, self-motivation, and the ability to work independently as well as collaboratively are beneficial traits for candidates.

As you progress in your career, numerous opportunities will arise, ranging from business ownership to joining an established firm. You may also choose to continue your journey as a Financial Advisor, managing your practice independently.

Management roles are available for qualified individuals, offering transformative career paths. We encourage candidates to remain open-minded throughout the interview process to gather comprehensive information about potential career opportunities. Submit your application and resume for consideration.

About New York Life

New York Life is recognized as one of the most robust and respected financial institutions globally. We have consistently received top financial strength ratings from the leading rating agencies, reflecting our commitment to excellence. For over six decades, we have led the Million Dollar Round Table, boasting more members than any other financial institution worldwide.

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



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

    Job OverviewFinancial Advisor Sales RoleAt 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...


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

    Job OverviewFinancial Advisor Sales RoleAt New York Life, our goal is to deliver financial stability and assurance through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation built on confidence and humility, we are committed...


  • Denver, Colorado, United States E.A. Buck Financial Services Full time

    Client Services ConsultantAre you passionate about delivering exceptional customer service and possess a strong work ethic? E.A. Buck Financial Services is seeking a dedicated and detail-oriented Client Services Consultant to support various industry-specific functions that contribute to the smooth operation of our office. Our commitment to prioritizing our...


  • Denver, Colorado, United States Everence Full time

    Financial Services Consultant - EverencePOSITION OVERVIEWThe role involves guiding individuals and couples in harmonizing their financial choices with their core values and beliefs.KEY RESPONSIBILITIESProvide thorough advice on investments, insurance options, and philanthropic contributions.Identify and promote products within the assigned market...

  • B2B Sales Consultant

    2 weeks ago


    Denver, Colorado, United States Involve Financial Full time

    Job OverviewOur company is experiencing growth, and we are seeking to recruit a B2B Sales Consultant. This role offers the potential for significant income advancement and career progression based on demonstrated success with our established systems.About Us:Founded in 2004, we have developed a highly regarded sales organization. Over the past 17 years, our...


  • Denver, Colorado, United States Kestra Financial Independent Advisor Full time

    Job OverviewKestra Financial Independent Advisor is seeking a highly motivated and detail-oriented Associate Financial Consultant to join our team of experienced financial advisors. As an Associate Financial Consultant, you will play a key role in helping our clients achieve their financial objectives and providing them with peace of mind.Key...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Lead Financial ConsultantA forward-thinking organization in the financial sector providing outstanding benefits, a balanced work environment, performance-based bonuses, and opportunities for professional growth.Core Responsibilities:Perform continuous monitoring, evaluation, and adjustments for operational and maintenance expenditures.Work alongside Business...


  • Denver, Colorado, United States Empower Retirement Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Empower Retirement. As a Financial Consultant, you will play a critical role in helping our customers achieve their long-term financial goals by providing guidance on available account options for their retirement savings goals.Key ResponsibilitiesProvide...


  • Denver, Colorado, United States Mega Star Auto Sales LLC Full time

    Automotive Sales Consultant Position at Mega Star Auto Sales LLCMega Star Auto Sales LLC is seeking an Automotive Sales Consultant to enhance our customer service experience at our reputable used car dealership. This role is ideal for individuals who thrive in a customer-centric environment and have a passion for facilitating sales. Your daily...


  • Denver, Colorado, United States UMB Financial Corporation Full time

    About the Role:As a Personal Banker at UMB Financial Corporation, you will play a critical role in building and maintaining strong relationships with our customers. You will be responsible for identifying customer needs and providing personalized financial solutions to help them achieve their financial goals.Key Responsibilities:Ask personalized questions to...


  • Denver, Colorado, United States Esri Full time

    Position Overview:As a Financial Professional, you will play a pivotal role in assisting clients in navigating their financial journeys. Your expertise will empower individuals to make informed decisions that align with their aspirations and values.Key Responsibilities:1. Client Analysis: Evaluate financial data provided by clients to devise tailored...


  • Denver, Colorado, United States First American Financial Company Full time

    Corporate Sales ConsultantCompany OverviewJoin a team that prioritizes its People. As a member of First American's family of companies, National Commercial Services offers a unified service for straightforward to complex multi-property and multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has maintained a...


  • Denver, Colorado, United States Office of the Chief Financial Officer Full time

    Overview As a Senior Financial Management Consultant, you will act as a primary Financial Advisor and Project Leader for designated programs within the Office of the Chief Financial Officer. Position Location: General Services Administration, Office of the Chief Financial Officer, Location Negotiable After Selection Vacancy Information: Currently, one...

  • Investment Consultant

    2 weeks ago


    Denver, Colorado, United States Corebridge Financial, Inc. Full time

    Investment ConsultantCorebridge Financial, Inc. is seeking a dedicated Investment Consultant to join our team. As an Investment Consultant, you will play a crucial role in guiding clients through their financial journeys, helping them to secure their financial futures.About Us:Corebridge Financial is a leading provider of retirement solutions and insurance...


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

    Job OverviewAre you an enthusiastic individual with a passion for helping others? If so, we have an opportunity for you to thrive in the insurance sector as an Insurance Sales Consultant. Ideal candidates will possess exceptional communication abilities and a knack for building relationships, which are essential for driving insurance sales among both new and...

  • Financial Advisor

    4 months ago


    Denver, Colorado, United States LPL Financial Full time

    Financial Advisor – MidwestOne BankYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Denver, CO would allow you to join the Investment Program at MidwestOne Bank as a Financial Advisor associated with LPL...

  • Financial Advisor

    4 weeks ago


    Denver, Colorado, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Canvas Credit Union in Highlands Ranch, CO would allow you to join the Investment Program at Canvas Credit Union as a Financial Advisor associated with LPL Financial....


  • Denver, Colorado, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As a Financial Services Assistant, you will play a critical role in supporting our financial advisors and clients. This is an excellent opportunity for individuals who are passionate about finance and want to start their career in a...


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

    Job OverviewAre you a driven individual with a passion for helping others? We are seeking a dedicated Insurance Sales Agent to become an integral part of our team. This role is perfect for candidates who excel in interpersonal communication and are eager to facilitate insurance sales with both new and existing clients.Compensation:Expected earnings range...


  • Denver, Colorado, United States Pearson Education Services Full time

    Position OverviewWe are seeking a motivated and committed professional who excels in problem-solving and relationship management. If you are passionate about delivering solutions to educational institutions, including public, private, juvenile justice agencies, and charter school districts, we would like to connect with you. As an integral part of Pearson...