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New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing client’s information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: lshelms@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
New York Life Insurance Company
View- Website:
- newyorklife.com
- Employees:
- 31117
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PartnerNew York Life Insurance CompanyCharlotte, Nc, Us -
PartnerNew York Life Insurance Company Feb 2024 - PresentMy overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.” -
Associate PartnerNew York Life Insurance Company Aug 2023 - Feb 2024My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.” -
AgentNew York Life Insurance Company Jan 2022 - Aug 20236100 Fairview Rd, Ste 400, Charlotte, NcAgent licensed to sell insurance through New York Life Insurance Company -
Financial Services ProfessionalNylife Securities Llc May 2022 - Aug 2023Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
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District Manager Sales And OperationsGp Mobile Aug 2018 - Apr 2021Charlotte, North CarolinaMulti unit management with inspirational leadership empowerment.Protecting customer experience and employee experience through proactive principles.Sharing knowledge to improve business acumen amongst all employees with intentional training and development. Managing all operational and sales standards through positive goal setting with measurable time bound expectations. -
Area TrainerGp Mobile Mar 2016 - Aug 2018Charlotte, North Carolina AreaDeveloped Virtual training for rural locations across the East and Central regions. Building content to keep full engagement of target audience. Teach in a virtual and face to face setting of new hire training consisting of 3 weeks total class time and follow up. Drive immediate results within the 2 supported districts with completions of priority trainings with a 48 hr deadline. Build and facilitate content for leadership development of managers. Assist through partnership of District manager and Directors with performance improvements during store visits to provide consistent coaching to yield great results. -
PresidentEmbark Capital Solutions Oct 2011 - Aug 2016Myrtle Beach, South Carolina AreaProviding financial services to small and medium business to help them secure funding to remain profitable, when traditional financing through banks will not. We cover accounts receivables, equipment leasing, construction equipment financing, commercial real estate financing, commercial trucks, easy pay cash advance (know as merchant cash advance), medical equipment leasing, and unsecured business loans. We work with many different funding sources to help get business funded to remain profitable or gain new profits by originating your loans through our sources.
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Retail Store ManagerT-Mobile Aug 2005 - Jan 2016Myrtle Beach, South Carolina AreaHandle all of the business operations and sales production for the retail store environment. Many of the task included: inventory management, merchandising, cash controls, lead sales trainings for classes ranging from 5 to 50 people, hold accountability to ensure that business needs are being met, strategic planning and forecasting for a District of 10 stores, Participate in District manager calls to provide front line input. I have also have a proven record of success withing business expectations as well as serving as interim District Manager, managing multiple locations, leading and developing projects outside of expected position.
Lance Helms Skills
Lance Helms Education Details
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San Diego Golf AcademyBusiness Management
Frequently Asked Questions about Lance Helms
What company does Lance Helms work for?
Lance Helms works for New York Life Insurance Company
What is Lance Helms's role at the current company?
Lance Helms's current role is Partner.
What is Lance Helms's email address?
Lance Helms's email address is la****@****ife.com
What is Lance Helms's direct phone number?
Lance Helms's direct phone number is +184360*****
What schools did Lance Helms attend?
Lance Helms attended San Diego Golf Academy.
What skills is Lance Helms known for?
Lance Helms has skills like Team Building, Sales Process, Powerpoint, Multi Channel Retail, Results Focused, Public Speaking, Proficient Using Windows Excel, Multi Unit Operations, Account Management, Sales, Meeting Planning, Business Acumen.
Who are Lance Helms's colleagues?
Lance Helms's colleagues are Jack Costa, Hubert Kuang, Camden Ferrell, Matthew Jacobs, Devon Dc Callahan, Jonathan Noller, R. David Berry Jr..
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Lance Helms
Sales Leader | Digital-First Advocate | Sales Enabler | Brand Evangelist | Go-To-Market Strategist | O&O Champion | Innovator | Business DeveloperDecatur, Ga9beloandco.com, gmail.com, sunsentinel.com, ajc.com, coxmediagroup.com, coxmg.com, tronc.com, mcclatchy.com, gentlespirit.org3 +140498XXXXX
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1cives.com
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Lance Helms
Vidalia, Ga2southeasterntech.edu, southeasterntech.edu2 +191253XXXXX
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