What are the responsibilities and job description for the Financial Planning Consultant position at New York Life - Lance Gillman?
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation :
140,500 at plan earnings
Responsibilities :
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
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
As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
Qualifications :
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Requires a Bachelor’s degree in finance, business administration, or related field
Competitive
Enterprising
Coachable
Communicative
Self-disciplined
Authentic
Winning Attitude
About Company
As 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 2 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
New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity
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