Financial Consultant

New York Life Insurance - Huizenga Team

Financial Consultant

Bismarck, ND
Full Time
Paid
  • Responsibilities

    Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine. Responsibilities: • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Ability to successfully network to prospect new potential clients is a must • Strong relationship management skills and/or experience required • Current insurance and/or investment licenses are a plus Compensation: $80,000 - $150,000 yearly

  • Compensation
    $80,000-$150,000 per year