Bighornlaw
Financial Consultant
Bighornlaw, Prescott, Arizona, us, 86304
New York Life - Lance Gillman • Prescott, AZ, USPosted 17 days agoDescriptionOur 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.New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.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.ResponsibilitiesWe’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.Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.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.Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.QualificationsCompetitiveEnterprisingCoachableCommunicativeMust have effective relationship management skills.Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.Must have the ability to successfully network and prospect for new clients.Compensation:
$100,000 - $150,000 at planAbout New York Life - Lance GillmanAs 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. Some of our accolades include: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 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) as of 9/12/19.Full benefits when hired and 3 separate pension plans.New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.Lance Gillman Senior Partner, New York Life
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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.ResponsibilitiesWe’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.Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.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.Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.QualificationsCompetitiveEnterprisingCoachableCommunicativeMust have effective relationship management skills.Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.Must have the ability to successfully network and prospect for new clients.Compensation:
$100,000 - $150,000 at planAbout New York Life - Lance GillmanAs 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. Some of our accolades include: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 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) as of 9/12/19.Full benefits when hired and 3 separate pension plans.New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.Lance Gillman Senior Partner, New York Life
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