Financial Services Representative
5 days ago
We are seeking a motivated and ambitious individual to join our team as a Financial Services Representative in Fargo, North Dakota. As a representative, you will play a crucial role in providing financial stability and peace of mind to our valued clients and partners.
Your responsibilities will include supporting clients in creating solid financial plans using our wide range of products and services, ultimately making a positive impact on their lives.
What We Offer:- Extensive three-year training program to enhance your financial service sales skills.
- Assistance with marketing and technical aspects to ensure your success.
- Immediate health, dental, and vision benefits.
- Long-term disability and life insurance coverage for full-time agents and their dependents.
New York Life is a Fortune 100 company with strong financial strength ratings from top agencies. We are members of the prestigious Million Dollar Round Table and recognized by Fortune Magazine as one of the "World's Most Admired Companies" in 2019. We utilize Zoom and other tools for streamlined operations.
Responsibilities:- Craft personalized financial plans tailored to the unique needs and situations of individual clients residing in Fargo, ND.
- Educate clients on various financial products and services like life insurance, mutual funds, and savings plans to assist them in making well-informed decisions.
- Utilize social media and diverse marketing tools to engage with potential clients while providing relevant financial education.
- Manage clients' financial information, including objectives, cash flow, and expectations, efficiently using a CRM system.
- Stay abreast of clients' specific financial goals and risk tolerance by actively participating in educational meetings and seminars.
- 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.
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