Fast Track To Management

New York Life

Fast Track To Management

Bismarck, ND
Full Time
Paid
  • Responsibilities

    Join our team at New York Life Insurance Company in Bismarck, ND, US, and embark on the Fast Track To Management program. Our goal is to offer financial stability and assurance through our range of insurance, annuity, and investment products. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. Grounded in confidence yet humble, we take on the role of stewards for the long haul. Our commitment to doing what's right in both business and society solidifies our presence as a permanent fixture in the industry, always ready to support our policy owners when they need us. Step into the lives of clients, assisting them in reaching their financial objectives while carving out a successful career path for yourself. Our Agents leverage our diverse product offerings to steer individuals, families, and businesses toward the financial plans that best suit their needs. It's a challenging endeavor, but for the right individual, it can lead to a truly fulfilling career with ample opportunities for advancement. Financial Advisors provide investment advisory services via Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives handle securities through NYLIFE Securities LLC (member FINRA/SIPC), An Authorized Insurance Agency - Equal Opportunity Employer M/F/D/V. Full-time agents and their families qualify right away for medical, dental, vision, long-term disability, and group-term life insurance. New York Life retains the right to modify or end any benefit programs, in whole or in part, at its discretion. We are in search of ambitious managers who aspire to progress in their careers towards becoming partners in our local office. New York Life Insurance Company is actively seeking candidates for its Fast Track Management Program. You will kick off as a financial professional collaborating closely with clients to gain experience as you navigate through the program's criteria. Elevate your career by submitting your application for the Fast Track Partner program today! Responsibilities: • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research before offering sound financial advice • Flexible Schedule • Joint work • 2-year training program • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Life and Health license preferred • Must be a competitive person • Required to effectively network to identify potential new clients • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Relationship management skills are required Compensation: $70,000 - $95,000 yearly

    • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research before offering sound financial advice • Flexible Schedule • Joint work • 2-year training program • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

  • Compensation
    $70,000-$95,000 per year
  • Industry
    Financial Services