Entry-Level Financial Professional, Sales

Job overview

Entry-Level Financial Professional, Sales is an onsite role in Fort Collins, CO, with stated compensation of $75,000–$150,000 at planned commission. New York Life provides insurance, retirement income solutions, long-term care coverage, and investment products to help clients build and protect their financial futures. The financial professional develops client relationships, gathers financial information, and creates tailored plans based on clients’ goals and circumstances. The role also reviews changing client needs and implements strategies for wealth accumulation and risk management.

What you'll do

• Identify and secure new clients
• compile financial profiles
• provide financial advice based on individual status, income, and goals
• create customized financial plans
• assess client objectives and risk profiles
• implement client-specific wealth accumulation and risk management strategies
• review client plans as needs change.

What we're looking for

Skills & competencies

financial professional

entry-level

sales

new york life

fort collins co

financial planning

client relationships

wealth management

insurance products

investment products

$75k–$150k planned commission

license sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

• World-class training
• sponsorship and payment for specified insurance and securities licensing exams and state licenses
• study materials provided at no cost.

Why this role

The posting states no door-to-door or cold calling and offers sponsorship and exam costs for specified insurance and securities licenses.

About the employer

New York Life - Northern Colorado is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.