Insurance Specialist-Montana, Idaho, Wyoming, North Dakota
What we’re looking for...in the State of Montana, Northern Wyoming or South Eastern Idaho, or Williston, North Dakota.…yes, just like Yellowstone on TV.
Do you enjoy helping people and possess the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
Insurance Specialist
New York Life Insurance Company Montana, United States (Hybrid)
Job Title: Financial Planning and Insurance Advisor
Location: Montana, Northern Wyoming, Williston North Dakota Basin, and Southeastern Idaho
Company: New York Life Insurance Company and NYLife Securities
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: • Comprehensive Training: Receive extensive training and support to help you succeed in your role. It is the best training available in our marketplace to make you a powerful force in financial planning. • Competitive Compensation: Enjoy a competitive salary while you learn with performance-based incentives and bonuses. • Career Growth: Opportunities for professional development and career advancement within the company. • Supportive Environment: Work in a collaborative and supportive team environment. • Work-Life Balance: Flexible work schedule to help you balance your personal and professional life.
Qualifications: • Education: Bachelor's degree in finance, business, or a related field preferred. • Experience: Previous experience in financial planning, insurance sales, Sales management or a related field is a plus. • Skills: Strong communication, interpersonal, and analytical skills. Ability to work independently and as part of a team. • Licenses: Must have or be willing to obtain relevant insurance licenses.
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.
https://www.newyorklife.com/careers/financial-professionals/income-and-benefits
This position is for an open market area in Montana, South Eastern Idaho, or Northern Wyoming.
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 citizens 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 our clients.
Awards & Accolades...
We’re proud of our financial strength.6
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)
We’re proud of the help we’ve provided and continue to provide our clients.7
• 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8
* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied.
5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer – M/F/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)