Financial Services Professional

New York Life; Denver (CO); Hybrid; USD 76,000 - 107,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Hybrid work

Career advancement

Access to financial products

Performance-based pay

Job summary

New York Life in Denver is seeking Financial Services Professionals to help individuals and families make informed financial decisions. You will connect with clients, discuss needs, and provide solutions to help achieve financial security.

The role offers a comprehensive training program, mentorship, and a hybrid work environment with career advancement opportunities. Compensation ranges reflect performance and business development efforts.

Qualifications

• Bachelor's degree preferred.
• Sales, customer-facing, or financial services experience preferred.
• Strong interpersonal and communication skills.
• Goal‑oriented and motivated to succeed.
• Ability to work independently while collaborating with a team.
• Licensing experience is helpful but not required.

Responsibilities

• Connect with prospective clients and build lasting professional relationships.
• Conduct financial needs discussions and identify appropriate solutions.
• Educate clients on products and services that support their financial objectives.
• Assist clients with retirement planning, protection strategies, and wealth-building goals.
• Maintain consistent follow-up and ongoing client support.
• Participate in training, licensing, and professional development programs.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Team collaboration

Independent work

Education

Bachelor's degree

Job description

Build a meaningful career helping individuals and families make informed financial decisions.

New York Life is seeking motivated professionals to join our Denver office as Financial Services Professionals. Whether your background is in sales, business development, customer service, banking, insurance, or financial services, this role offers the opportunity to develop a rewarding career focused on relationship building and financial guidance.

You’ll work closely with clients to understand their needs, identify opportunities, and provide solutions designed to help them achieve financial security.

Compensation

Expected annual earnings range from $76,000 - $107,000+ per year, based on individual performance and business development efforts.

Responsibilities

• Connect with prospective clients and build lasting professional relationships
• Conduct financial needs discussions and identify appropriate solutions
• Educate clients on products and services that support their financial objectives
• Assist clients with retirement planning, protection strategies, and wealth-building goals
• Maintain consistent follow-up and ongoing client support
• Participate in training, licensing, and professional development programs

Qualifications

• Bachelor's degree preferred
• Sales, customer-facing, or financial services experience preferred
• Strong interpersonal and communication skills
• Goal‑oriented and motivated to succeed
• Ability to work independently while collaborating with a team
• Licensing experience is helpful but not required

What We Offer

• Comprehensive training program
• Mentorship and coaching
• Hybrid work environment
• Career advancement opportunities
• Access to established financial products and resources
• Performance-based compensation structure

Benefits

• 401(k) with employer matching
• Pension plan
• Medical, dental, and vision coverage
• Life insurance
• Tuition reimbursement
• Paid training
• Flexible spending accounts
• Wellness programs

If you’re looking for a professional opportunity where you can make a positive impact while building your own future, we’d like to hear from you.