Looking to make a difference in people's lives by offering sustainable financial solutions? Join us at New York Life as a dedicated financial service professional in Bismarck, ND.
We are committed to providing financial security and peace of mind through our insurance, annuity, and investment products.
Our approach is rooted in integrity, humility, and long-term stewardship.
At New York Life, we are here to support you in growing your career and helping clients achieve a stable financial future.
Benefit from our comprehensive three-year training program, marketing support, and technical assistance. Work alongside successful agents and managers who will help you build your client base.
As a Fortune 100 company, we provide the resources and guidance you need to succeed.
- Enjoy a flexible schedule
- Collaborate with experienced professionals
- Participate in a 2-year training program
Compensation :
$70,000 - $90,000 yearly
Responsibilities :
- Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research before offering sound financial advice
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- 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
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
Qualifications :
- Must have a strong ethical foundation and demonstrate the ability to communicate complex ideas effectively
- Proficient in expanding networks to discover potential clients
- Demonstrates exceptional skills in managing relationships
- Capable of explaining intricate concepts with integrity
- Skilled in acquiring new clients through building connections
- Strong aptitude for relationship management
- Possession of a Life and Health license would be beneficial
- Highly competitive nature is a must
About Company
About New York Life - North Dakota
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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