Financial Professional

Job Description

Job Description

About Us

New York Life has been helping families and businesses protect their finances and futures for over 175 years. As a mutual company, we are accountable only to you, our policyholders, which allows us to focus on long-term strategies, rather than short-term earnings. We believe in doing what's right and putting your needs first.

Financial Professional Job Description

We are looking for a dedicated and driven Financial Professional to join our team in Bismarck, ND. As a Financial Professional at New York Life, you will have the opportunity to help individuals and families secure their financial future through comprehensive financial planning and insurance solutions.

Responsibilities :

• Educate clients on the various financial products and services offered by New York Life
• Analyze clients' financial situations and create customized financial plans to meet their goals
• Provide ongoing support and guidance to clients to help them navigate their financial decisions
• Build and maintain client relationships through regular communication and reviews
• Stay current on industry trends and regulatory requirements to ensure compliance
• Collaborate with a team of professionals to deliver exceptional service to clients

Qualifications :

Benefits :

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