Job Description

Job Title: Financial Planning and Insurance Advisor

Location: Montana, Northern Wyoming and Southeastern Idaho

Company: New York Life Insurance Company

About Us: At New York Life, we are dedicated to helping individuals and families achieve financial security and peace of mind. With over 175 years of experience, we are a trusted leader in the financial services industry, offering a wide range of products including life insurance, disability insurance, and comprehensive financial planning services.

Job Description: Are you passionate about helping others achieve their financial goals? Do you have a knack for building relationships and providing exceptional customer service? If so, we invite you to join our team as a Financial Planning and Insurance Advisor at New York Life.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
• Financial Planning: Develop and implement personalized financial plans that include life insurance, disability insurance, and other financial products.
• Sales and Marketing: Identify and pursue new business opportunities through networking, referrals, and community engagement.
• Education and Guidance: Educate clients on the benefits of financial planning and insurance products, helping them make informed decisions.
• Compliance: Ensure all activities comply with industry regulations and company policies.

What We Offer:

• Comprehensive Training: Receive extensive training and support to help you succeed in your role. It is the best training available in our marketplace to make you a powerful force in financial planning.
• Competitive Compensation: Enjoy a competitive salary while you learn with performance-based incentives and bonuses.
• Career Growth: Opportunities for professional development and career advancement within the company.
• Supportive Environment: Work in a collaborative and supportive team environment.
• Work-Life Balance: Flexible work schedule to help you balance your personal and professional life.

Qualifications:

• Education: Bachelor's degree in finance, business, or a related field preferred.
• Experience: Previous experience in financial planning, insurance sales, Sales management or a related field is a plus.
• Skills: Strong communication, interpersonal, and analytical skills. Ability to work independently and as part of a team.
• Licenses: Must have or be willing to obtain relevant insurance licenses.

Why Join Us? At New York Life, we believe in the power of helping others achieve their dreams. As a Financial Planning and Insurance Advisor, you will have the opportunity to make a meaningful impact on the lives of your clients while building a rewarding and fulfilling career. Join us and be part of a company that values integrity, excellence, and a commitment to making a difference.

Feel free to customize this description to better fit your specific needs and company culture. Good luck with your recruitment efforts! 😊

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