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Insurance Specialist
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New York Life Insurance Companymontana, MT, United States- Full-time
Job Title : Financial Planning and Insurance Advisor
Location : Montana, Northern Wyoming and Southeastern Idaho
Company : New York Life Insurance Company
About Us : At New York Life, we are dedicated to helping individuals and families achieve financial security and peace of mind. With over 175 years of experience, we are a trusted leader in the financial services industry, offering a wide range of products including life insurance, disability insurance, and comprehensive financial planning services.
Job Description : Are you passionate about helping others achieve their financial goals? Do you have a knack for building relationships and providing exceptional customer service? If so, we invite you to join our team as a Financial Planning and Insurance Advisor at New York Life.
Key Responsibilities :
- Client Relationship Management : Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
- Financial Planning : Develop and implement personalized financial plans that include life insurance, disability insurance, and other financial products.
- Sales and Marketing : Identify and pursue new business opportunities through networking, referrals, and community engagement.
- Education and Guidance : Educate clients on the benefits of financial planning and insurance products, helping them make informed decisions.
- Compliance : Ensure all activities comply with industry regulations and company policies.
What We Offer :
Qualifications :
Why Join Us? At New York Life, we believe in the power of helping others achieve their dreams. As a Financial Planning and Insurance Advisor, you will have the opportunity to make a meaningful impact on the lives of your clients while building a rewarding and fulfilling career. Join us and be part of a company that values integrity, excellence, and a commitment to making a difference.
Feel free to customize this description to better fit your specific needs and company culture. Good luck with your recruitment efforts! 😊