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Financial Services Representative

2 months ago

Bismarck, 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 dynamic team at New York Life, you will have the opportunity to make a meaningful impact on the lives of our clients.

Key Responsibilities
  • Assess the financial status, assets, retirement plans, and wealth management needs of each client.
  • Develop personalized financial strategies tailored to clients' life stages, employment situations, and evolving financial demands.
  • Offer expert guidance on product choices, financial planning, and investment recommendations to support clients in reaching their financial objectives.
  • Exhibit dedication to continuous education, collaboration, and pursuing opportunities for professional development.
  • Build trust with clients by actively identifying and initiating relationships with individuals seeking financial advice.
Requirements
  • Must have a strong ethical foundation and demonstrate the ability to communicate complex ideas effectively.
  • Proficient in expanding networks to discover potential clients.
  • Demonstrates exceptional skills in managing relationships.
  • Capable of explaining intricate concepts with integrity.
  • Skilled in acquiring new clients through building connections.
  • Strong aptitude for relationship management.
  • Possession of a Life and Health license would be beneficial.
  • Highly competitive nature is a must.
About New York Life

New York Life is a respected and firmly rooted company with a long history of providing comprehensive financial solutions to individuals and families. As a member of our team, you will have access to cutting-edge sales and marketing tools, comprehensive training programs, and mentorship from experienced professionals.

We offer a competitive benefits package and opportunities for progression to higher roles. If you are a motivated and dedicated individual with a strong work ethic, we encourage you to apply for this exciting opportunity to join our team and build a lasting career with New York Life.