Are you an ambitious individual seeking to launch a career in the financial industry in Fargo, North Dakota? Embrace the opportunity to join the committed team at New York Life and play a pivotal role in ensuring financial stability and providing peace of mind to our esteemed clients and partners. In this position, you will support clients in developing comprehensive financial strategies utilizing our diverse array of products and services, ultimately influencing their financial well-being positively. What's Offered: • Comprehensive three-year training initiative • Support with marketing and technical aspects • Immediate enrollment in health, dental, and vision plans • Full-time agents and their families benefit from long-term disability and life insurance Why Choose Us? New York Life stands as a Fortune 100 enterprise with top-notch financial ratings from reputable agencies. We proudly belong to the esteemed Million Dollar Round Table and were acknowledged by Fortune Magazine as one of the "World's Most Admired Companies" in 2019. Partnered with Eagle Strategies LLC and NYLIFE Securities LLC, we leverage contemporary tools such as Zoom for efficient operations. Join our team and contribute to guiding individuals towards a financially secure 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.
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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.
•
• 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.