What are the responsibilities and job description for the Personal Financial Planner position at New York Life - Lance Gillman?
Job Description
Job Description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation :
140,500 at plan earnings
Responsibilities :
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Customize financial plans for each client based on potential life changes and changing financial needs
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
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 :
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
A Bachelor’s degree in business administration, finance, or a related field is required
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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