New York Life Insurance and Investment Company is looking to add motivated Financial Professionals to our team in the Bismarck, ND area, serving clients in North Dakota and beyond. This opportunity offers a long-term career with real purpose, serious income, and true autonomy. New York Life Financial Professionals achieve their goals with the full support of the Company, offering insurance and investment solutions to individuals, families, and businesses. Training, Support, and Professional Development: New York Life offers a paid two-year training program, marketing support, and 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. Responsibilities include securing the requisite insurance and investment licenses, developing a clientele, participating in training, learning New York Life's systems and solutions, and engaging in ongoing customer service. Both entry-level applicants as well as those with experience in sales, insurance, finance, investing, and banking are encouraged to apply. For full consideration, please submit a detailed resume and an efficient cover letter. Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Qualifications: • Must have effective relationship management skills • Must possess uncompromising integrity and the ability to communicate complex ideas • Required to effectively network to identify potential new clients • Current insurance and/or investment licenses are a plus Compensation: $80,000 - $150,000 yearly

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