Financial Services Professional
New York Life & NYLIFE Securities, LLC - Broomfield
Denver, CO US
Posted ago
New York Life & NYLIFE Securities, LLC - Broomfield

Are you an experienced professional who thrives on helping people and providing excellent service? If so, we are looking for you! Our successful candidate will have a proven track record of business relationships, a competitive spirit, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!

  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
$78,000 - $102,000 varies on performance, non-sales based income included
About New York Life & NYLIFE Securities, LLC - Broomfield

New York Life Insurance Company & NYLIFE Securities, LLC - a Fortune 100 company - founded in 1845, is the largest and oldest mutual life insurance company in the United States. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of 9/12/2022.

Together with its subsidiaries, New York Life provides a wide range of products and services, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as, mutual funds through its broker-dealer arm NYLIFE Securities, LLC (member of FINRA and SIPC), Wealth management, estate planning and advisory services are offered through the investment advisory division Eagle Strategies, LLC. New York Life Investment Management provides institutional asset management and retirement plan services.

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