Insurance Specialist

New York Life Insurance Company; Montana; On-site; USD 65,000 - 85,000; Full time

Job summary

Join a forward-thinking company as a Financial Planning and Insurance Advisor, where your passion for helping others can shine. This role offers the chance to build meaningful client relationships while providing exceptional financial guidance. With comprehensive training and a supportive environment, you will develop personalized financial plans and pursue new business opportunities. Enjoy a competitive salary, performance-based incentives, and a flexible work schedule to maintain work-life balance. If you are ready to make a significant impact on clients' lives and advance your career in a collaborative setting, this is the perfect opportunity for you.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Pension plan

Disability insurance

Tuition assistance

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Previous experience in financial planning or insurance sales is a plus.

Responsibilities

• Build and maintain strong relationships with clients.
• Develop personalized financial plans and educate clients on products.

Skills

Communication Skills

Interpersonal Skills

Analytical Skills

Sales Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from New York Life Insurance Company

Associate Partner with New York Life• Creating a Culture of Success for My Sales Organization Is My Passion. What Inspires You? •

Job Title: Financial Planning and Insurance Advisor

Location: Montana, Northern Wyoming and Southeastern Idaho

Company: New York Life Insurance Company
About Us: At New York Life, we are dedicated to helping individuals and families achieve financial security and peace of mind. With over 175 years of experience, we are a trusted leader in the financial services industry, offering a wide range of products including life insurance, disability insurance, and comprehensive financial planning services.
Job Description: Are you passionate about helping others achieve their financial goals? Do you have a knack for building relationships and providing exceptional customer service? If so, we invite you to join our team as a Financial Planning and Insurance Advisor at New York Life.
Key Responsibilities: • Client Relationship Management: Build and maintain strong relationships with clients, understanding their unique financial needs and goals. • Financial Planning: Develop and implement personalized financial plans that include life insurance, disability insurance, and other financial products. • Sales and Marketing: Identify and pursue new business opportunities through networking, referrals, and community engagement. • Education and Guidance: Educate clients on the benefits of financial planning and insurance products, helping them make informed decisions. • Compliance: Ensure all activities comply with industry regulations and company policies.
What We Offer: • Comprehensive Training: Receive extensive training and support to help you succeed in your role. It is the best training available in our marketplace to make you a powerful force in financial planning. • Competitive Compensation: Enjoy a competitive salary while you learn with performance-based incentives and bonuses. • Career Growth: Opportunities for professional development and career advancement within the company. • Supportive Environment: Work in a collaborative and supportive team environment. • Work-Life Balance: Flexible work schedule to help you balance your personal and professional life.
Qualifications: • Education: Bachelor's degree in finance, business, or a related field preferred. • Experience: Previous experience in financial planning, insurance sales, Sales management or a related field is a plus. • Skills: Strong communication, interpersonal, and analytical skills. Ability to work independently and as part of a team. • Licenses: Must have or be willing to obtain relevant insurance licenses.
Why Join Us? At New York Life, we believe in the power of helping others achieve their dreams. As a Financial Planning and Insurance Advisor, you will have the opportunity to make a meaningful impact on the lives of your clients while building a rewarding and fulfilling career. Join us and be part of a company that values integrity, excellence, and a commitment to making a difference.
Feel free to customize this description to better fit your specific needs and company culture. Good luck with your recruitment efforts!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, General Business, and Finance

Referrals increase your chances of interviewing at New York Life Insurance Company by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Pension plan

Disability insurance

Tuition assistance

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