Financial Planning and Insurance Advisor

Financial Planning And Insurance Advisor

This posting is for an active position that requires immediate hiring of a candidate in the Miles City, Montana area. 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 include :

• 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 :

Join us and make a difference in peoples financial futures.