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Financial Services Representative

2 months ago

Fargo, North Dakota, United States New York Life Full time
About the Role

We are seeking a highly motivated and dedicated individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in helping individuals secure their financial future with confidence.

Key Responsibilities
  • Craft personalized financial plans tailored to the unique needs and situations of individual clients.
  • Educate clients on various financial products and services, including life insurance, mutual funds, and savings plans.
  • Utilize marketing tools to engage with potential clients and provide relevant financial education.
  • Manage clients' financial information efficiently using a CRM system.
  • Stay abreast of clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars.
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.
About Us

New York Life is a Fortune 100 company with strong financial strength ratings from top agencies. We are members of the esteemed Million Dollar Round Table and recognized by Fortune Magazine as one of the 'World's Most Admired Companies'.