Financial Services Professional
$85k - $125kNew York Life - Fort Collins
Job Description
Job Description
Ready to take your career to the next level? We are a local and national Fortune 100 firm looking to fill 2 positions in Northern Colorado, Southern Wyoming, and the panhandle of Nebraska.
Our position is client-facing and focuses on Personal, Business, and Estate Planning Strategies. An ideal candidate needs to have a passion for helping people and a conviction for doing what's right.
Compensation consists of W-2, a Training Allowance (Subsidy and Stipend) along with Commissions and Expense Allowance. We also offer Health, Dental, and Vision Benefits (Subsidized), and much more. Additionally, a 401(k) Plan with matching% and a Cash Balance Pension Plan are included.
$85,000 - $125,000
Responsibilities:- 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, Series 65/66, and 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 discovery analysis with existing clients and new prospects.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
- Must be a resident of Colorado, Wyoming, or Nebraska.
- Have a proven track record of success & people-oriented.
- Coaching, Leadership, or Management Experience.
- Established presence within the local community.
- Possess a forward-thinking spirit.
- Bachelor’s degree preferred; high school diploma mandatory.
- MBA for advanced positions.
A promise to work with you to build a strong financial future for both you and your clients
#62 on Fortune 500 in 2026 Fortune Magazine
Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aa1); and Fitch (AAA) as of 5/19/2025
71 Years In A Row -- The Most Million Dollar Round Table Members of any other firm in the world
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