New York Life - Lance Gillman
Financial Service Professional
New York Life - Lance Gillman, Payson, Arizona, us, 85547
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you!New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.Training, Support, and Professional Development:
New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer 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.Responsibilities:Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.What we’re looking for: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.Qualifications:Must have the ability to successfully network and prospect for new clients.Relationship management skills are required.Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.Competitive, Enterprising, Coachable, Communicative, Self-disciplined, Authentic.Compensation:
$100,000 - $150,000 at plan.
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New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer 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.Responsibilities:Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.What we’re looking for: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.Qualifications:Must have the ability to successfully network and prospect for new clients.Relationship management skills are required.Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.Competitive, Enterprising, Coachable, Communicative, Self-disciplined, Authentic.Compensation:
$100,000 - $150,000 at plan.
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