Financial Professional

New York Life; Colorado Springs (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life is seeking a Financial Professional for an on-site role in Colorado Springs, CO. You will meet with clients to understand financial objectives, assess current situations, and propose tailored insurance, investment, and retirement strategies.

You will develop long-term relationships, provide ongoing service, and stay current with company products and regulatory standards. Training and advancement opportunities are available in a supportive environment.

Qualifications

• Analyze client financial needs and goals to recommend insurance, investments, and retirement solutions.
• Strong relationship-building, client communication, and long-term account management.
• Sales and business development capabilities: prospecting, networking, and following up on leads.
• Professional communication skills for presentations, client education, and documentation.
• Ability to learn financial concepts and regulatory requirements with attention to ethics.
• Work independently on-site in Colorado Springs, CO while collaborating with managers and mentors.
• High integrity, reliability, and commitment to client service.
• Preferred: state insurance licensing or willingness to obtain licenses.

Responsibilities

• Meet with individuals, families, and businesses to understand financial objectives.
• Analyze current financial situations and recommend suitable insurance, investment, and retirement solutions.
• Develop and maintain long-term client relationships and provide ongoing service and policy reviews.
• Maintain accurate records in compliance with company and regulatory standards.
• Collaborate with team members to refine strategies and skills and seek training and growth opportunities.

Education

Bachelor's degree in business, finance, economics, or a related field

Job description

Company Description

New York Life is a mutual company with more than 180 years of experience helping individuals and families achieve long-term financial goals through insurance, investments, retirement, and advisory services. The organization emphasizes transparency, integrity, and objectivity, and supports communities through the New York Life Foundation and a strong culture of giving and volunteerism. Team members benefit from resources and programs designed to promote professional development, career growth, collaboration, innovation, and a diverse and inclusive workplace. New York Life is an Equal Opportunity Employer, welcoming applicants of all backgrounds and identities, including veterans and individuals with disabilities. Certain investment and advisory services are offered through affiliated entities, with appropriate licensing and credentials required for those offerings.

Role Description

The Financial Professional role in Colorado Springs, CO is an on-site position focused on helping clients build and protect their financial futures. Day-to-day, this role involves meeting with individuals, families, and businesses to understand their financial objectives, analyzing their current financial situations, and recommending suitable insurance, investment, and retirement solutions. The Financial Professional will develop and maintain long-term client relationships, provide ongoing service and policy reviews, and stay current with New York Life products and industry regulations. Responsibilities also include prospecting and networking to build a client base, preparing presentations and proposals, maintaining accurate records in compliance with company and regulatory standards, and collaborating with team members and mentors to refine strategies and skills. This position offers opportunities for training, professional growth, and advancement within a highly supportive environment.

Qualifications

• Ability to analyze client financial needs and goals and recommend appropriate insurance, investment, and retirement solutions.
• Strong relationship-building skills, including client communication, active listening, and long-term account management.
• Sales and business development capabilities, including prospecting, networking, and follow-through on leads in the local community.
• Professional communication skills, both written and verbal, for presentations, client education, and clear documentation.
• Capacity to learn and apply financial concepts, product features, and regulatory requirements, with attention to detail and ethics.
• Ability to work independently on-site in Colorado Springs, CO while collaborating effectively with managers, mentors, and team members.
• High level of integrity, reliability, and commitment to client service and confidentiality.
• Preferred: Bachelor's degree in business, finance, economics, or a related field, or equivalent professional experience.
• Preferred: Prior experience in financial services, insurance, sales, or customer-facing roles; relevant state insurance licensing or willingness to obtain required licenses.