Looking for an ambitious individual eager to start a finance career in Fargo, North Dakota? Don't miss the opportunity to join the dedicated team at New York Life and contribute significantly to ensuring financial security and providing peace of mind to our esteemed clients and partners. As part of this position, you will support clients in developing comprehensive financial strategies using our diverse array of products and services, ultimately fostering a positive impact on their financial well-being. Our Offerings: • Comprehensive three-year training program • Guidance on marketing and technical aspects • Immediate enrollment in health, dental, and vision insurance schemes • Full-time agents and their families benefit from long-term disability and life insurance plans Why Choose Us? New York Life stands out as a leading Fortune 100company with outstanding financial ratings from respected agencies. We are esteemed members of the prestigious Million Dollar Round Tableand were acknowledged by Fortune Magazineas one of the "World's Most Admired Companies" in 2019. Through collaborations with Eagle Strategies LLCand NYLIFE Securities LLC, we leverage modern tools such as Zoomfor streamlined operations. Join our team and contribute to steering individuals towards a financially secure tomorrow! 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.
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• 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.
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• Engage with potential clients through social media and diverse marketing tools while providing relevant financial education.
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• 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.
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• Participate in a comprehensive two-year training program aimed at enhancing financial service sales skills.