Financial Services Professional
New York Life · Denver, CO · 3 wk ago
On-siteSales$76k–$107k/yrFull-time
Compensation
Expected annual earnings range from $76,000 - $107,000+ per year, based on individual performance and business development efforts.
Responsibilities
- Connect with prospective clients and build lasting professional relationships
- Conduct financial needs discussions and identify appropriate solutions
- Educate clients on products and services that support their financial objectives
- Aid clients with retirement planning, protection strategies, and wealth-building goals
- Maintain consistent follow-up and ongoing client support
- Participate in training, licensing, and professional development programs
Qualifications
- Bachelor's degree preferred
- Sales, customer-facing, or financial services experience preferred
- Strong interpersonal and communication skills
- Goal-oriented and motivated to succeed
- Ability to work independently while collaborating with a team
- Licensing experience is helpful but not required
What We Offer
- Comprehensive training program
- Mentorship and coaching
- Hybrid work environment
- Career advancement opportunities
- Access to established financial products and resources
- Performance-based compensation structure
Benefits
- 401(k) with employer matching
- Pension plan
- Medical, dental, and vision coverage
- Life insurance
- Tuition reimbursement
- Paid training
- Flexible spending accounts
- Wellness programs