Now Hiring - NYL Bertelli Group - Spokane, WA - Financial Professional in Spokane, WA

Full description of the position

The Financial Professional position is a client-based role where you can build a successful business, but not by yourself. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! You will have the ability to build a career for yourself while being aligned with a company where hard work is valued and rewarded, and where Work-Life balance is important and encouraged. Financial and Insurance experience is not required, as we find people from many different professional backgrounds do well in this industry. If you find yourself limited in your current role and looking for a long-term career opportunity, then now is the time to join us. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Compensation: $65,000 - $95,000 yearly Responsibilities: * Create customized financial plans using the products and services we offer based on each client's potential life and financial needs * Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional * Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations * Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: * Required to effectively network to identify potential new clients * Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required * Relationship management skills are required * Growth Mindset and Sales Experience are strongly preferred * Coachable About Company * About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades... We're proud of our financial strength. * A++ Superior (A.M. Best) * AAA Exceptionally Strong (Fitch) * Aaa Exceptional (Moody's) * AA+ Very Strong (Standard & Poor's) We 're proud of the training we offer * Training Magazine's APEX Award for 2022 Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V