Financial Services Professional

About the Career

Is now the time to make a career change? Are you looking to gain more control over your professional growth and job satisfaction?

Our team in Denver is looking for two individuals who can bring valuable sales and business development experience and entrepreneurial spirit to expand our market reach and client acquisition in the Denver metro area.

Please note : This role is not eligible for 100% remote work and is a hybrid position; 50% remote and 50% in office. Employees must live within a commutable distance of the Denver Metro Area.

Full benefits and statutory W2 position.

Training

New York Life's Practice Model Training is a program designed for diverse, dedicated, and eager professionals, who are looking to pivot into the financial services industry.

Our five Practice Models are Retirement Planning, Financial Guidance, Estate Planning, Small Business Benefits, and Wealth Advisory.

Our practice models end in designations such as ChFC, CFP, RICP, FSCP, and CLU. It all depends on where you decide you want to drive your career.

The Ideal Candidate

Do you have entrepreneurial and competitive traits? Our most successful team members are authentic, coachable, and drive their self-discipline one step beyond.

Additionally, the right candidate will have a desire help people, positively impact their community, and have uncompromising integrity.

The candidate must also have the ability to network and prospect for new clients, excellent communication skills, and the ability to communicate complex ideas effectively.

This is a relationship management position at its core.

Responsibilities

Obtain Life and Health Colorado resident license, the FINRA SIE and Series 6 within the first 90-days. Attain Series 63 within the first 6 months and Series 7 and 66 in months 18-36.

Grow a viable market of clients and deliver personalized investment and insurance solutions to help clients work toward their long-term financial goals.

They should be comfortable creating financial strategies and cross-checking work with mentors, trainers, and consultants.

This is an Entreprenurial opportunity to grow a practice in be in business for yourself, but not by yourself. There are also opportunities to expand within the company's corporate structure if that becomes a desired path.

We also welcome current financial professionals seeking stronger development and advancement opportunities. Taking advantage of this opportunity is a step in a direction to make sure your employer is aligned with your long-term career goals.

At New York Life we invest for the long run and not just in our investment portfolios, but also in our talent teams.

Qualifications

• Bachelor's degree.
• Master's degree a plus, but not required.
• 3+ years of business, management, or sales experience.
• Strong understanding of business development and CRM / Salesforce.
• Excellent interpersonal skills and relationship management.

Benefits

Full benefits available. Health, Dental, Vision, Life, Disability, HSA, FSA, 401k profit share, and pension.

Culture

• Hybrid work schedule.
• Targeted in person events to leverage growth and connection with colleagues.
• Annual Award trips, quarterly bonus opportunities, and happy hours.
• We don't manage you, we coach you to reach your best self and realize your potential.
• Work hard and play hard mentality.

Awards and Accolades

Financial Strength :

A++ Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moody’s)

AA+ Very Strong (Standard & Poor’s)

Fortune Magazine 2021 : NYL ranks #1 in 2021 Fortune World’s Most Admired Companies list for

Insurance : Life and Health.

• JD Power Award 2020 : #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings.
• 2021 Forbes Best Employers for Diversity : NYL ranks #82 out of the 500 companies recognized.
• Fortune #71 on the Fortune 100 list.

New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity.

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness.

We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs.

Posted on Sep 12, 2023.