Financial Planner - Gilbert, United States - New York Life - Lance Gillman

New York Life - Lance Gillman
New York Life - Lance Gillman
Verified Company
Gilbert, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
$140,500 at plan


Responsibilities:


  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs

What we're looking for...

  • We're looking for people who want to make a lasting impact on the financial wellbeing of individuals, families, and small businesses
  • This is not just a sales job—it's a career with purpose and opportunity
  • You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
  • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients

Qualifications:


  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Bachelor's degree in business administration, finance, or related field is required
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Selfdisciplined
  • Authentic
  • Winning Attitude

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities.

We had over 176 years of industry success.


Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020

  • A leading company with many agents qualifying for MDRT 2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 9/12/1
  • Full benefits when hired and 3 separate pension
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

**Lance Gillman Senior Partner, New York Life
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