Entry-Level Financial Services Representative
New York Life seeks dynamic individuals, with aptitude for sales, to join its expanding team in Minot. This career opportunity within the insurance and investment sector promises a fulfilling journey. The New York Life-Huizenga Team, under the guidance of Dr. Leroy Huizenga, a distinguished New York Life Partner and Minot HS alumnus, is dedicated to fostering success. Drawing from extensive leadership and financial acumen, Dr. Huizenga acts as a mentor, empowering team members to reach their full potential and accomplish their aspirations. Prospective candidates will establish a personal practice with the unwavering support of New York Life. Their role involves catering to individuals, families, and businesses in North Dakota and beyond, delivering comprehensive insurance coverage, asset growth, and wealth preservation solutions. Key responsibilities encompass obtaining essential insurance licenses, engaging in and completing the comprehensive paid training program at New York Life, cultivating a client base with the company's assistance, and delivering exceptional ongoing customer care. As a Fortune 100 company, New York Life offers top-notch training, remuneration, and perks to its agents. It fosters and facilitates additional licensures and certifications, provides avenues for specialized training in various practice models (e.g., retirement planning, wealth advisory), and presents prospects for career advancement. Individuals with backgrounds in insurance, sales, banking, real estate, and/or business are strongly encouraged to submit their applications for consideration. Responsibilities: • Obtain licenses required for selling securities and investment products to offer wealth management and advanced planning services to clients • Participate in the New York Life training curriculum to enhance professional skills and knowledge continuously • Develop and execute marketing and business strategies aimed at expanding the client base effectively • Proactively reach out to potential clients to address their financial needs and inquiries promptly • Provide comprehensive business planning, insurance, and retirement education utilizing a range of high-quality products such as life insurance, fixed annuities, securities, and long-term care insurance Qualifications: • A strong willingness to learn is a fundamental requirement for this position • Ideal candidates should demonstrate a growth mindset and possess previous experience in sales • Effective written and verbal communication skills are essential for conveying complex ideas clearly • The ability to engage with the local community and leverage personal connections is vital • Upholding integrity and responsibility is a mandatory aspect of this role • While not obligatory, holding current ND or MN insurance and/or investment licenses would be beneficial Compensation: $80,000 - $100,000 yearly
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• Obtain licenses required for selling securities and investment products to offer wealth management and advanced planning services to clients
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• Participate in the New York Life training curriculum to enhance professional skills and knowledge continuously
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• Develop and execute marketing and business strategies aimed at expanding the client base effectively
•
• Proactively reach out to potential clients to address their financial needs and inquiries promptly
•
• Provide comprehensive business planning, insurance, and retirement education utilizing a range of high-quality products such as life insurance, fixed annuities, securities, and long-term care insurance