Entry-Level Financial Service Sales Professional

New York Life - North Dakota

Entry-Level Financial Service Sales Professional

Fargo, ND
Full Time
Paid
  • Responsibilities

    Are you a driven 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 to ensuring financial stability and peace of mind for our valued clients and partners. Your role will involve assisting them in crafting strong financial plans using our wide range of products and services, ultimately making a positive impact on their lives. What You'll Get: Extensive three-year training program. Assistance with marketing and technical aspects. Immediate access to health, dental, and vision benefits. Full-time agents and their families receive long-term disability and life insurance coverage. Why Us? New York Life is a Fortune 100 company with strong financial ratings from top agencies. We are proud members of the prestigious Million Dollar Round Table and were honored by Fortune Magazine as one of the "World's Most Admired Companies" in 2019. Backed by Eagle Strategies LLC and NYLIFE Securities LLC, we utilize tools like Zoom for streamlined operations. Join our team and be a key player in confidently steering individuals towards securing their financial future! Responsibilities: • Develop personalized financial plans tailored to meet the unique needs and situations of individual clients based in Fargo, ND. • Educate clients on a variety of financial products and services such as life insurance, mutual funds, and savings plans to assist them in making informed decisions. • Engage with potential clients through social media and diverse marketing tools while providing relevant financial education. • Efficiently manage clients' financial information, including objectives, cash flow, and expectations, utilizing a CRM system. • Stay informed about clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars. • Participate in a comprehensive two-year training program aimed at enhancing 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. Compensation: $90,000 - $120,000 yearly

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    • Develop personalized financial plans tailored to meet the unique needs and situations of individual clients based in Fargo, ND. •
    • Educate clients on a variety of financial products and services such as life insurance, mutual funds, and savings plans to assist them in making informed decisions. •
    • Engage with potential clients through social media and diverse marketing tools while providing relevant financial education. •
    • Efficiently manage clients' financial information, including objectives, cash flow, and expectations, utilizing a CRM system. •
    • Stay informed about clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars. •
    • Participate in a comprehensive two-year training program aimed at enhancing financial service sales skills.

  • Compensation
    $90,000-$120,000 per year