Accelerated Path to Management-Hamilton

at New York Life in Hamilton, Montana, United States

Job Description

THIS IS A POSTING FOR A POSITION IN HAMILTON, MONTANA. WE HAVE AN IMMEDIATE NEED FOR TWO AGENTS IN THE AREA.This is a hiring notice for several positions that are available in Montana and Northern Wyoming.Join our Financial Professionals Accelerated Associate Partner/Partner ProgramOur New York Life Montana General Office is seeking Accelerated Associate Partner/Partner Program candidate to join our growing practice. Our financial professionals strive to understand their clients’ goals and needs to develop customized solutions that can help their clients reach their goals, and as a Fast Track candidate you can transition into a Partner role after hitting certain metrics to help develop and build a team of financial professionals.This is a position to be licensed in Montana. If you can’t live and operate within the four walls of this amazing state, please move forward to another position with New York Life. You can migrate back and forth, but you will have to have residence in Montana or Northeastern Wyoming, to be hired.Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.You will be given the flexibility to build your own practice while receiving support and guidance from our company’s network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.About New York Life:New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.FINANCIAL PROFESSIONAL RESPONSIBILITIES:Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors Serve as a collaborative team player willing to furthering development through continued training opportunities Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goalsRequired Qualifications for fast track candidates. Either: Completed Masters degree or equivalent higher education, or Executive management experience for 5 years, or Owning and running a successful business for at least 5 years, or Experience in the financial services industry while holding Life/health licenseDESIRED SKILLS & QUALIFICATIONSCoachable Self-Disciplined Values of integrity and honesty. Excellent communicator and relationship builder. Ability to work independently with a go-getter mindset. Life and health license is preferred. willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63. Previous experience in sales, banking, financing, or other related fields is preferred.PERKS AT A GLANCE:Location – On the days you are in the office, get here quickly thanks to our highly accessible central location in Bozeman, MT. Flexibility – Can set your own schedule as you become more established and achieve work/life balance Growth/Development – There are various paths within this career, and we are devoted to helping each agent grow professionally and personally Culture – Be a part of our “work hard, play hard” and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people’s lives and our communities. Diversity, Equity, & Inc