Financial Services Representative
3 weeks ago
Are you seeking a rewarding career as a Financial Services Representative in Fargo, ND, US? New York Life is looking for a self-motivated individual with integrity who is passionate about helping others. Your role will involve assisting clients in developing long-term financial strategies to reach their goals.
When you join New York Life, you gain access to a range of benefits, including: * Comprehensive training programs * Free licensing * Mentorship from seasoned professionals * Cutting-edge sales and marketing tools * Participation in industry events * Competitive benefits package - Partnering with New York Life equips you with the support needed to excel as a skilled agent and establish a successful career.
Responsibilities
- Evaluate the financial status, retirement plans, assets, and wealth management needs of individual clients residing in Fargo, ND, US.
- Create tailored financial strategies based on clients' life stages, employment scenarios, and changing financial requirements
- Provide expert advice on financial product selections, investment recommendations, and financial planning to assist clients in achieving their financial goals
- Demonstrate a commitment to continuous learning, collaboration, and seizing opportunities for professional growth
- Establish trust with clients by proactively identifying and fostering relationships with individuals seeking financial guidance
Financial Services Representative qualifications for Fargo, ND, US:
- Must uphold strong ethical principles and effectively convey complex ideas
- Skilled in expanding networks to uncover potential clients
- Demonstrates excellence in relationship management
- Capable of articulating intricate concepts with honesty
- Experienced in acquiring new clients through fostering connections
- Possesses a Life and Health license, which would be advantageous
- Must have a highly competitive spirit
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