Company: New York Life - Lance Gillman
Posted on: January 26, 2023
Our mission is to provide financial security and peace of mind
through our insurance, annuity, and investment solutions. We act
with integrity and humanity in all our interactions with our policy
owners, business partners, and one another. Grounded in both
confidence and humility, we serve as stewards for the long term. We
are here for good, reflecting both the permanence of New York Life
and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our
policy owners need us.
Join the New York Life team as a motivated financial service
professional committed to bettering the lives of others. We want to
grow your career by helping you make our many financial products
and services available to clients who are looking for a sustainable
approach to achieving a sound financial future.
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.
About New York Life: New York Life is among the strongest and most
respected financial companies in the world. New York Life has
received the highest financial strength ratings currently awarded
to any U.S. life insurer by each of the four major rating
companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's
Investors Service (Aaa), and Fitch (AAA) -. For 65 consecutive
years, we have led the Million Dollar Round Table with more members
than any other insurance or financial institution in the world -.
New York Life has been recognized as one of the "World's Most
Admired Companies" by Fortune Magazine for 2019.
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
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.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the
industry as the standard of excellence in life insurance sales
performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within
Industries, Insurance: Life, Health (Mutual)," Fortune magazine,
6/1/19. For methodology, please see
Research and provide financial advice and strategies through
educational meetings or seminars that are suitable based on client
risk tolerance and financial objectives
Provide financial recommendations to clients for savings plans,
life insurance policies, mutual fund investments, and other
Collect and organize each client's financial information using a
CRM to determine financial status, financial goals, cash flow, and
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
Create customized financial plans using the products and services
we offer based on each client's potential life and financial
What we're looking for...
--- We're looking for people who want to make a lasting impact on
the financial well-being of individuals, families, and small
--- This is not just a sales job-it's a career with purpose and
--- You'll provide peace of mind to your clients while helping them
navigate challenges that many of them find complex and confusing,
such as preparing for retirement and saving for college
--- Stay abreast of insurance industry protocols and policy changes
to ensure fulfillment of all policy requirements, and monitor
insurance claims to ensure mutual satisfaction
Candidates need to be able to communicate complicated concepts and
maintain strong principles such as honesty and integrity
Ability to successfully network to prospect new potential clients
is a must
Strong relationship management skills and/or experience
As a mutual company, with no investors or outside owners, New York
Life is uniquely aligned with our client's interests and
priorities. We had over 176 years of industry success. Some of our
A promise to work with you to build a strong financial future for
both you and your clients#73 on Fortune 100 in 2020A leading
company with many agents qualifying for MDRT 2 year after
yearHighest possible financial strength ratings currently awarded
to any life insurer: Standard & Poor's (AA+); A.M. Best (A++);
Moody's (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when
hired and 3 separate pension
New York Life Insurance Company is an equal opportunity employer
M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life
Keywords: New York Life - Lance Gillman, Prescott , Financial Advisor, Accounting, Auditing , Prescott, Arizona
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