Financial Planner

New York Life Iowa General Office • Cedar Rapids, IA, US

Posted 2 months ago

Description

Join us at New York Life Iowa General Office as a Financial Planner, where you'll be empowered to make a significant impact in the insurance industry. You'll leverage your expertise to build and maintain customer portfolios, playing a key role in our company's reputation for excellence. We value a personal approach to sales, allowing you to develop meaningful relationships with clients and tailor insurance strategies to meet their unique needs.

You'll have the support and resources to reach your full earning potential, all while contributing to a collaborative and innovative work environment. If you're ready to grow your career with a company known for its financial strength and commitment to sustainability, we encourage you to apply today.

Responsibilities

Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Qualifications

Excellent communication, customer service, analytical, and interpersonal skills are necessary
Insurance license required
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
High school diploma required; bachelor’s degree preferred
Experience with accounting and or sales lead software is a plus
Basic computer skills with proficiency with Microsoft Office suite is necessary

Compensation

$75,000 - $150,000/year

About New York Life Iowa General Office

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/