Financial Planning And Insurance Advisor
This is a posting for a position in Great Falls, Montana. We have an immediate need for two agents in the area. 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.