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Entrylevel Financial Professional Jobs in Colorado

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Entrylevel Financial Professional information

What is the difference between Entrylevel Financial Professional vs Financial Advisor?

AspectEntrylevel Financial ProfessionalFinancial Advisor
CertificationsMay require Series 6 or 7, depending on roleOften requires Series 7, 66, or CFP certification
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Job FocusSupporting financial planning, sales, client serviceProviding comprehensive financial planning and advice

Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.

What are popular job titles related to Entrylevel Financial Professional jobs in Colorado? For Entrylevel Financial Professional jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Professional jobs in Colorado look for? The top searched job categories for Entrylevel Financial Professional jobs in Colorado are:
What cities in Colorado are hiring for Entrylevel Financial Professional jobs? Cities in Colorado with the most Entrylevel Financial Professional job openings:
Entrylevel Financial Professional jobs near you
Infographic showing various Entrylevel Financial Professional job openings in Colorado as of August 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 43% In-person, and 57% Remote job distribution.

Entry-Level Life Insurance Sales Agent

New York Life - Northern Colorado

Fort Collins, CO

$150K/yr

Full-time

Posted 10 days ago

Job description

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation:

$75,000 - $150,000+ at planned commission


Responsibilities:
  • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Implement targeted marketing strategies, including but not limited to networking and community involvement. 

Qualifications:
  • Valid insurance license required or candidates must be willing to get licensed
  • Working knowledge of accounting and sales lead software is a plus
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs

About Company

New York Life Insurance Company

NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.

NYLIFE Securities LLC

NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.