Entry-Level Financial Service Sales Professional
Are you a dedicated individual eager to launch a career in financial services in Fargo, North Dakota? Join the devoted team at New York Life and make a significant impact by providing financial stability and peace of mind to our esteemed clients and partners. Your role will involve assisting them in developing robust financial plans utilizing our wide array of products and services, positively influencing their lives. What's Included: • 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. Strong 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 play a vital role in helping individuals secure their financial future with confidence! Responsibilities: • Craft personalized financial plans tailored to the unique needs and situations of individual clients residing in Fargo, ND. • Educate clients on various financial products and services like life insurance, mutual funds, and savings plans to assist them in making well-informed decisions. • Utilize social media and diverse marketing tools to engage with potential clients while providing relevant financial education. • Manage clients' financial information, including objectives, cash flow, and expectations, efficiently using a CRM system. • Stay abreast of clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars. • Participate in a comprehensive two-year training program designed to enhance financial service sales skills. Qualifications: • Excellent communication skills are crucial for effectively communicating complex financial concepts to clients. • Building relationships and networking are essential skills required for success in this position. • Possessing or being able to obtain a life and health insurance license is a mandatory requirement. • Collaboration and a competitive spirit are highly valued attributes within the team environment. • Understanding and addressing clients' financial needs and goals is fundamental for excelling in this role. Compensation: $90,000 - $120,000 yearly
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• Craft personalized financial plans tailored to the unique needs and situations of individual clients residing in Fargo, ND.
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• Educate clients on various financial products and services like life insurance, mutual funds, and savings plans to assist them in making well-informed decisions.
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• Utilize social media and diverse marketing tools to engage with potential clients while providing relevant financial education.
•
• Manage clients' financial information, including objectives, cash flow, and expectations, efficiently using a CRM system.
•
• Stay abreast of clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars.
•
• Participate in a comprehensive two-year training program designed to enhance financial service sales skills.