Entry-Level Financial Services Professional
New York Life - Fort Collins • Fort Collins, CO, US
Posted 25 days ago
Ready to take your career to the next level? We are a local and national Fortune 100 firm looking to fill a position in our Northern Colorado office. This position is hybrid, with some in-office requirements.
Our position is full-time, client-facing, and focuses on Personal, Business, and Estate Planning Strategies. An ideal candidate needs to have a passion for helping people and a conviction for doing what's right.
Compensation consists of W-2, commission overrides, and a healthy Training Allowance Subsidy. We also offer Health, Dental, and Vision Benefits (Subsidized), and much more. Additionally, a 401(k) Plan with matching % and a Cash Balance Pension Plan are included.
We sponsor our professionals in obtaining their Life, Accident & Health Insurance Licenses as well as their SIE, Series 6, Series 63, Series 65/66, and Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
No Door-To-Door or Cold Calling! Our World-Class Training will establish the 17 ways in which we target the market in our local communities, including in-house leads.
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
Must be a resident of Colorado, Wyoming, or Nebraska.
Have a proven track record of success & people-oriented.
Established presence within the local community.
Possess a forward-thinking spirit.
Bachelor’s degree preferred; high school diploma mandatory.
MBA for advanced positions.
Compensation
$85,000 - $125,000 at plan earnings
New York Life- Fort Collins provides personalized insurance and financial planning solutions to individuals, families, and businesses throughout Northern Colorado. We help clients protect their financial futures through life insurance, retirement planning, investments, annuities, and long-term care solutions. Our team emphasizes personalized guidance, long-term relationships, and helping clients make informed financial decisions at every stage of life.
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