Description
Looking to have a positive impact on people's lives through sustainable financial solutions? Come join our team at New York Life as a dedicated financial service professional based in Bismarck, ND. Our focus is on offering insurance, annuity, and investment products that provide financial security and peace of mind. Our values of integrity, humility, and long-term stewardship underpin our approach. At New York Life, we are committed to supporting your career growth and helping clients secure a stable financial future.
Take advantage of our thorough three-year training program, marketing assistance, and technical support. Benefit from working closely with accomplished agents and managers who will assist you in expanding your client base. As a Fortune 100 company, we offer the necessary resources and direction for your success. Key Highlights: Embrace a flexible work schedule. Engage with seasoned professionals for collaboration. Engage in a comprehensive 2-year training program
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