Description
Are you prepared to start an exciting journey with the vibrant team at New York Life in Fargo, ND? Begin a rewarding career with a well-established company that values your passion for helping clients achieve their financial objectives through life insurance. Craft personalized financial solutions using our diverse product range to cater to each client's specific needs. Seize this exceptional opportunity to kickstart a fulfilling career with us today! By joining the New York Life team, you can shape the future with our expert guidance. Take advantage of comprehensive training and steadfast support from one of the industry's most respected names, ensuring you remain at the forefront of evolving technology, changing customer preferences, and innovative tactics.
To thrive in this role, showcase dedication, perseverance, and bravery - the rewards are truly invaluable. Upon entering the New York Life community, access a range of benefits, including:

• Extensive training programs
• Free licensing
• Guidance from experienced professionals
• Utilization of cutting-edge sales and marketing tools
• Participation in industry gatherings
• Competitive benefits package

With New York Life by your side, you have the resources and assistance necessary to thrive as a skilled agent and build a lasting career. Opportunities for progression to higher roles are well within your grasp.
Responsibilities
•Conduct educational meetings and seminars to understand client risk tolerance and financial objectives before providing financial advice
•Utilize a CRM system to organize each client's financial status, goals, cash flow, and monetary expectations to create personalized financial plans
•Offer financial advice and strategies tailored to each client's risk tolerance and financial goals through educational sessions or seminars
•Utilize social media and marketing tools to identify and engage prospects, nurturing long-term relationships as a trusted financial service professional
•Recommend savings plans, life insurance policies, mutual fund investments, and other financial products to clients based on their individual needs
•Develop and implement customized financial plans considering each client's financial requirements 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