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Financial Planner

3 months ago


Fargo, United States NYL - North Dakota General Office Full time
Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to develop your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Responsibilities

•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
•Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
•Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
•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

Qualifications

•Must possess uncompromising integrity and the ability to communicate complex ideas
•Strong relationship management skills and/or experience required
•Must have the ability to successfully network and prospect for new clients