Entry-Level Financial Professional

New York Life

Entry-Level Financial Professional

Bismarck, ND +1 location
Full Time
Paid
  • Responsibilities

    Are you on the lookout for a fulfilling career as an Entry-Level Financial Professional in Fargo, ND, US? Embrace the opportunity with New York Life to contribute positively to individuals' lives by securing their financial future and providing peace of mind to our policyholders. We are in search of a driven individual with strong ethical values, dedicated to supporting others. Your responsibilities will revolve around guiding clients in formulating enduring financial plans to achieve their objectives. By becoming a part of New York Life, you will enjoy a host of advantages, such as: • Engaging in thorough training programs • Obtaining licensing at no cost • Receiving guidance from experienced professionals • Accessing cutting-edge sales and marketing resources • Participating in industry gatherings • Receiving a competitive benefits package Teaming up with New York Life will furnish you with the necessary assistance to thrive as a proficient agent and carve out a successful path. For those with aspirations and commitment, opportunities for advancement are within reach. Responsibilities: • Evaluate and assess the financial standing, retirement strategies, assets, and wealth management needs of individual clients based in Fargo, ND, US. • Develop personalized financial plans tailored to clients' life stages, employment situations, and evolving financial needs • Offer expert guidance on selecting financial products, making investment suggestions, and creating financial strategies to help clients achieve their financial objectives • Display dedication to continuous learning, teamwork, and seizing opportunities for professional development • Build trust with clients by proactively identifying and nurturing relationships with individuals seeking financial advice Qualifications: • Entry-Level Financial Professional qualifications for Fargo, ND, US: • Must uphold strong ethical principles and effectively convey complex ideas • Skilled in expanding networks to uncover potential clients • Demonstrates excellence in relationship management • Capable of articulating intricate concepts with honesty • Experienced in acquiring new clients through fostering connections • Possesses a Life and Health license, which would be advantageous • Must have a highly competitive spirit Compensation: $70,000 - $90,000 at plan yearly

    • Evaluate and assess the financial standing, retirement strategies, assets, and wealth management needs of individual clients based in Fargo, ND, US. • Develop personalized financial plans tailored to clients' life stages, employment situations, and evolving financial needs • Offer expert guidance on selecting financial products, making investment suggestions, and creating financial strategies to help clients achieve their financial objectives • Display dedication to continuous learning, teamwork, and seizing opportunities for professional development • Build trust with clients by proactively identifying and nurturing relationships with individuals seeking financial advice

  • Compensation
    $70,000-$90,000 per year
  • Industry
    Financial Services
  • Locations
    Bismarck, ND • Fargo, ND