Entry-Level Financial Sales Professional

Job Description

Job Description

Our firm is rapidly expanding and we are currently looking for a new financial sales advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

$75,000 - $150,000 at plan commission

• Serve as a collaborative team player willing to further development through continued training opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
• We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

• Must live in the state of Colorado, Wyoming, or Nebraska.
• History of success.
• Strong interpersonal communication skills.
• Good reputation in your community.
• Business-driven ethos.
• Four-year college degree preferred; High school diploma required.

New York Life Insurance Company

NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.

NYLIFE Securities LLC

NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.