Are you a motivated individual looking to kickstart a career in the financial services sector in Fargo, North Dakota? Join the dedicated team at New York Life and contribute significantly by offering financial stability and peace of mind to our valued clients and partners.
Your responsibilities will include supporting them in creating solid financial plans using our wide range of products and services, ultimately making a positive impact on their lives.
What's Offered :
- Extensive three-year training program.
- Assistance with marketing and technical aspects.
- Immediate health, dental, and vision benefits.
- Long-term disability and life insurance coverage for full-time agents and their dependents.
Why Us?
A Fortune 100 company. Strong financial strength ratings from top agencies. Members of the prestigious Million Dollar Round Table.
Recognized by Fortune Magazine as one of the "World's Most Admired Companies" in 2019. Supported by Eagle Strategies LLC and NYLIFE Securities LLC.
Utilization of Zoom and other tools for streamlined operations. Join our team and have a crucial role in confidently assisting individuals in securing their financial future!
Compensation :
$90,000 - $120,000 yearly
Responsibilities :
- Craft personalized financial plans tailored to the unique needs and situations of individual clients residing in Fargo, ND.
- Educate clients on various financial products and services like life insurance, mutual funds, and savings plans to assist them in making well-informed decisions.
- Utilize social media and diverse marketing tools to engage with potential clients while providing relevant financial education.
- Manage clients' financial information, including objectives, cash flow, and expectations, efficiently using a CRM system.
- Stay abreast of clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars.
- Participate in a comprehensive two-year training program designed to enhance financial service sales skills.
Qualifications :
- Excellent communication skills are crucial for effectively communicating complex financial concepts to clients.
- Building relationships and networking are essential skills required for success in this position.
- Possessing or being able to obtain a life and health insurance license is a mandatory requirement.
- Collaboration and a competitive spirit are highly valued attributes within the team environment.
- Understanding and addressing clients' financial needs and goals is fundamental for excelling in this role.
About Company
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness.
We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs.
New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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