Financial Services Consultant
20 hours ago
Salary:$80,000 - $150,000 yearly
Job DescriptionWe are seeking motivated Financial Professionals to join our team in the Bismarck, ND area. As a Financial Professional, you will be responsible for securing insurance and investment licenses, developing a clientele, participating in training, and engaging in ongoing customer service. You will also leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
- You will collect and organize each client's financial information using a CRM to determine their financial status, goals, cash flow, and expectations.
- You will 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.
- You will help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- You will assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
Required Skills and QualificationsTo be successful in this role, you must have effective relationship management skills, possess uncompromising integrity, and be able to communicate complex ideas effectively. Current insurance and/or investment licenses are a plus.
About UsNew York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule.
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