Entry-Level Financial Service Sales Professional
Are you a dedicated individual seeking an entry-level opportunity in financial services in Fargo, ND? Join our team at New York Life and play a vital role in providing financial security and peace of mind to our clients and partners. By helping them develop strong, long-term financial strategies using our wide range of products and services, you can make a positive impact on their lives. What we offer: • Comprehensive three-year training program • Marketing support and technical assistance • Immediate health, dental, and vision coverage • Long-term disability and life insurance for full-time agents and dependents Why choose us? • Fortune 100 organization • Highest financial strength ratings from major rating companies • Members of the Million Dollar Round Table • Recognized by Fortune Magazine as one of the "World's Most Admired Companies" in 2019 • Supported by Eagle Strategies LLC and NYLIFE Securities LLC • Utilization of Zoom and other tools for seamless operations Come be a part of our team and help individuals secure their financial future with confidence! Responsibilities: • Develop personalized financial plans tailored to meet the unique financial circumstances and requirements of individual clients. • Educate clients on a diverse range of financial products and services including life insurance, mutual funds, and savings plans. • Engage potential clients through social media platforms and various marketing tools, while offering pertinent financial education. • Utilize a CRM system for the collection and management of clients' financial information, encompassing their financial situation, objectives, cash flow, and expectations. • Stay abreast of clients' specific financial goals and market risk tolerance through active participation in educational meetings and seminars. • Benefit from a flexible schedule and a comprehensive two-year training program to enhance financial service sales skills. Qualifications: • Excellent communication skills are required to effectively communicate complex financial concepts to clients. • Building relationships and networking are crucial skills for this role. • A life and health insurance license is a must-have or must be obtained. • Collaboration and competitiveness are valued traits in this team environment. • Understanding and addressing clients' financial needs and goals is essential for success in this position. Compensation: $90,000 - $120,000 yearly
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• Develop personalized financial plans tailored to meet the unique financial circumstances and requirements of individual clients.
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• Educate clients on a diverse range of financial products and services including life insurance, mutual funds, and savings plans.
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• Engage potential clients through social media platforms and various marketing tools, while offering pertinent financial education.
•
• Utilize a CRM system for the collection and management of clients' financial information, encompassing their financial situation, objectives, cash flow, and expectations.
•
• Stay abreast of clients' specific financial goals and market risk tolerance through active participation in educational meetings and seminars.
•
• Benefit from a flexible schedule and a comprehensive two-year training program to enhance financial service sales skills.