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 motivated individual seeking to launch a career in the financial services industry in Fargo, North Dakota? Become part of the committed team at New York Life and play a significant role in safeguarding financial stability and providing peace of mind to our esteemed clients and partners. Your responsibilities will include aiding them in developing robust financial strategies utilizing our diverse array of products and services, ultimately creating a positive impact on their well-being. What You'll Receive: * • Comprehensive three-year training program • Support with marketing and technical aspects • Immediate enrollment in health, dental, and vision benefits • Full-time agents and their families benefit from long-term disability and life insurance coverage Why Choose Us? New York Life stands as a Fortune 100 company with impressive financial ratings from leading agencies. We take pride in being esteemed members of the renowned 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. Join our team and play a pivotal role in guiding individuals towards securing a stable 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