Financial Services Representative

1 week ago

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

New York Life is seeking a highly motivated and driven Financial Services Representative to join our team in North Dakota. As a Financial Services Representative, you will have the opportunity to work with clients to help them achieve their financial goals and secure their financial futures.

About the Role

This is a unique opportunity to work with a Fortune 100 company and be part of a team that is dedicated to providing exceptional service to our clients. As a Financial Services Representative, you will be responsible for:

  • Building relationships with clients and understanding their financial needs and goals
  • Providing personalized financial planning and advice to clients
  • Helping clients select and implement financial products and services that meet their needs
  • Developing and implementing customized financial plans for clients
About New York Life

New York Life is one of the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). We are committed to providing our clients with exceptional service and support, and we are looking for talented individuals who share our values and are passionate about helping others achieve their financial goals.

What We Offer

As a Financial Services Representative with New York Life, you will have access to a comprehensive training program, marketing support, and ongoing professional development opportunities. You will also have the opportunity to work with a talented team of professionals who are dedicated to helping our clients achieve their financial goals. In addition, you will have access to a range of benefits, including:

  • Competitive compensation and bonuses
  • Comprehensive training and development programs
  • Marketing support and resources
  • Opportunities for advancement and professional growth
Requirements

To be considered for this role, you must have:

  • A strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • The ability to build relationships with clients and understand their financial needs and goals
  • A strong work ethic and a commitment to providing exceptional service to our clients
About NYL - North Dakota General Office

NYL - North Dakota General Office is a leading provider of financial services in the region. We are committed to helping our clients achieve their financial goals and secure their financial futures. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients, and we are looking for talented individuals who share our values and are passionate about helping others achieve their financial goals.

  • Financial Services Representative

    5 days ago

    Fargo, North Dakota, United States New York Life Full time

    Financial Services RepresentativeWe are seeking a motivated and detail-oriented Financial Services Representative to join our team at New York Life. As a Financial Services Representative, you will play a crucial role in helping individuals and families achieve their financial goals by providing personalized financial plans and solutions.Your...

  • Financial Services Representative

    1 week ago

    Fargo, North Dakota, United States New York Life - North Dakota Full time

    Job OpportunityWe are seeking a motivated individual to join our team at New York Life in Fargo, North Dakota. As a Financial Services Representative, you will play a crucial role in helping clients achieve financial stability and peace of mind.Key Responsibilities:Develop personalized financial plans tailored to clients' unique needs and situations.Educate...

  • Financial Services Representative

    5 days ago

    Fargo, North Dakota, United States New York Life Full time

    Job OverviewNew York Life is seeking a highly motivated and driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will play a vital role in helping clients achieve their long-term financial goals through our comprehensive array of financial products and services.As a Financial Services...

  • Financial Services Representative

    4 weeks ago

    Fargo, North Dakota, United States New York Life Full time

    Job OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Services Representative. As a representative, you will play a critical role in helping clients develop a sound, long-term strategy to achieve their financial goals.Key ResponsibilitiesClient Assessment: Conduct thorough assessments of clients' financial...

  • Financial Services Representative

    3 weeks ago

    Fargo, North Dakota, United States New York Life Full time

    About the RoleWe 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 ResponsibilitiesCraft personalized financial plans tailored to the unique needs and situations of...

  • Financial Services Representative

    4 weeks ago

    Fargo, North Dakota, United States New York Life Full time

    About the RoleWe are seeking a dedicated and ambitious 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 ResponsibilitiesCraft personalized financial plans tailored to the unique needs and situations of individual...

  • Financial Services Representative

    3 weeks ago

    Fargo, North Dakota, United States New York Life Full time

    About New York LifeWe are a leading provider of insurance, annuity, and investment solutions, dedicated to delivering financial security and peace of mind to our policy owners. Our mission is to act with integrity and humanity in all our interactions, serving as stewards for the long term and reflecting the permanence of our company.Job SummaryWe are seeking...

  • Customer Service Representative for Corporate Clients

    2 weeks ago

    Fargo, North Dakota, United States Sammons Financial Group Full time

    Customer Service Representative for Corporate ClientsAt Sammons Financial Group, we're committed to delivering exceptional customer service to our corporate clients. As a Customer Service Representative for Corporate Clients, you'll play a critical role in ensuring our clients receive the highest level of service and support.Key Responsibilities:Provide...

  • Customer Service Representative for Corporate Clients

    2 weeks ago

    Fargo, North Dakota, United States Sammons Financial Group Full time

    Customer Service Representative for Corporate ClientsAt Sammons Financial Group, we're committed to delivering exceptional customer service to our corporate clients. As a Customer Service Representative for Corporate Clients, you'll play a critical role in ensuring our clients receive the highest level of service and support.Key Responsibilities:Provide...

  • Financial Services Representative

    3 days ago

    Fargo, North Dakota, United States First Community Credit Union Full time

    About First Community Credit UnionWe are a growing family of employees who succeed both personally and professionally. Our mission is to strengthen community by helping members grow and thrive.Job ResponsibilitiesAs a Financial Service Specialist, you will provide extraordinary personal service to our members while maintaining our tradition of community...

  • Customer Service Representative for Corporate Clients

    3 weeks ago

    Fargo, North Dakota, United States Sammons Financial Group Full time

    About Sammons Financial GroupSammons Financial Group is a leading provider of life insurance, annuity, and retirement planning products. As a privately held company, we prioritize long-term value over short-term earnings pressures, allowing us to deliver on our commitments to customers, distribution partners, employees, and communities.Our CultureWe offer a...

  • B2B Sales Representative

    3 days ago

    Fargo, North Dakota, United States Transparent Financial Full time

    Job OpportunityWe are seeking a highly motivated and results-driven sales professional to join our team at Transparent Financial. As a B2B Sales Representative, you will be responsible for acquiring new business and growing our customer base.Key ResponsibilitiesDevelop and execute sales strategies to achieve business growthBuild and maintain relationships...

  • Senior Financial Professional

    3 weeks ago

    Fargo, North Dakota, United States Schwan Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Professional to join our team at Schwan Financial Group. As a key member of our accounting team, you will play a critical role in providing exceptional financial services to our clients.Key ResponsibilitiesAccumulate, analyze, and process financial accounting data to prepare tax plans, returns, and...

  • Lead Customer Service Representative

    1 week ago

    Fargo, North Dakota, United States Aramark Uniform Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Lead Customer Service Representative to join our team at Aramark Uniform Services. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide route...

  • Customer Service Representative

    3 weeks ago

    Fargo, North Dakota, United States First International Bank & Trust Full time

    **Job Summary**First International Bank & Trust is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and professionalism to existing and/or prospective customers.**Key Responsibilities:**• Provide exceptional customer service...

  • Customer Service Representative

    2 weeks ago

    Fargo, North Dakota, United States First International Bank & Trust Full time

    Customer Care RepresentativeJob Summary:We are seeking a highly skilled and customer-focused Customer Care Representative to join our team at First International Bank & Trust. As a Customer Care Representative, you will be responsible for providing exceptional customer service and support to our customers through various channels, including phone, email, and...

  • Customer Service Representative

    3 weeks ago

    Fargo, North Dakota, United States SpartanNash Full time

    About the Role:SpartanNash is seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our front-end operations team, you will be responsible for providing exceptional customer service, supervising and directing front-end activities, and ensuring that our store's front-end operations...

  • Customer Service Representative

    3 weeks ago

    Fargo, North Dakota, United States Aramark Uniform Services Full time

    Job SummaryAramark Uniform Services is seeking a highly motivated and customer-focused Route Sales Representative to join our team. As a Route Sales Representative, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesSafely operate a company vehicle to...

  • Customer Service Representative

    2 weeks ago

    Fargo, North Dakota, United States Aramark Uniform Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our team in Fargo, ND. As a key member of our service delivery team, you will be responsible for providing exceptional customer service and ensuring seamless delivery of our services.Key ResponsibilitiesProvide route relief on delivery routes, ensuring safe and...

  • Consumer Loan Sales Representative

    3 weeks ago

    Fargo, North Dakota, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers to achieve their financial goals. You will be responsible for delivering exceptional customer service, building strong relationships, and providing personalized financial solutions that meet the unique needs of each customer.Key...