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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 an ambitious individual seeking to launch a career in the financial services industry in Fargo, North Dakota? Become a valuable member of the committed team at New York Life and play a significant role in providing financial security and peace of mind to our esteemed clients and partners. Your duties will involve aiding them in developing robust financial strategies through our diverse array of products and services, ultimately fostering a positive influence on their lives. What We Provide: • Comprehensive three-year training initiative. • Support with marketing and technical elements. • Immediate access to health, dental, and vision benefits. • Full-time agents and their dependents receive long-term disability and life insurance coverage. Why Choose Us? New York Life stands as a Fortune 100 company with solid financial strength ratings from leading agencies. We are proud members of the esteemed Million Dollar Round Table and were recognized by Fortune Magazine as one of the "World's Most Admired Companies" in 2019. Supported by Eagle Strategies LLC and NYLIFE Securities LLC, we leverage tools like Zoom for efficient operations. Come aboard our team and play a vital role in confidently guiding individuals toward securing their financial future! 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. Compensation: $90,000 - $120,000 yearly

    • •
    • 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.

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