Job Description
Job Description
Looking for a dedicated individual interested in starting a career in financial services in Fargo, North Dakota? Join the committed team at New York Life and play a vital role in providing financial stability and peace of mind to our esteemed clients and partners.
By assisting them in developing strong, lasting financial plans using our wide range of products and services, you have the opportunity to make a positive impact on their lives.
What we offer :
- Comprehensive three-year training program
- Support with marketing and technical aspects
- Immediate health, dental, and vision benefits
- Long-term disability and life insurance coverage for full-time agents and their dependents
Why choose us?
- Fortune 100 company
- High financial strength ratings from top agencies
- Members of the esteemed Million Dollar Round Table
- Recognized by Fortune Magazine as one of the "World's Most Admired Companies" in 2019
- Backed by Eagle Strategies LLC and NYLIFE Securities LLC
- Utilization of Zoom and other tools for efficient operations
Join our team and help individuals secure their financial future with confidence!
Compensation :
$90,000 - $120,000 yearly
Responsibilities :
- Craft personalized financial plans tailored to meet the unique needs and situations of individual clients in Fargo, ND.
- Educate clients on a diverse range of financial products and services including life insurance, mutual funds, and savings plans.
- Utilize social media and various marketing tools to engage with potential clients while providing relevant financial education.
- Manage clients' financial information, including their objectives, cash flow, and expectations, using a CRM system.
- Stay abreast of clients' specific financial goals and risk tolerance through active participation in educational meetings and seminars.
- Participate in a comprehensive two-year training program to enhance financial service sales skills.
Qualifications :
- Strong communication skills are essential for effectively explaining complex financial concepts to clients.
- Developing relationships and networking are key abilities needed for success in this role.
- Holding a life and health insurance license is a mandatory requirement, or the ability to acquire one is necessary.
- Collaboration and competitiveness are highly valued qualities within the team dynamic.
- Understanding and addressing clients' financial needs and goals is crucial for excelling in this position.
About Company
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness.
We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs.
New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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