Financial Services Representative

3 weeks ago


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


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.

Advancement opportunities are readily available for those with ambition and dedication.

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
Qualifications

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


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

    Job DescriptionNew York Life is seeking a talented Financial Services Representative to join our team in Fargo, North Dakota. As a key member of our team, you will play a vital role in providing financial security and peace of mind to our clients and partners. Your duties will involve aiding them in developing robust financial strategies through our diverse...


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

    About First Community Credit UnionFCCU is a leading credit union in the region, boasting over a billion dollars in assets. We are a dynamic organization comprised of a growing family of employees who thrive both personally and professionally. Our comprehensive compensation package, technical and leadership development opportunities, and chances for industry...


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

    Job OverviewNew York Life is seeking a motivated and detail-oriented Entry-Level Financial Professional to join our team in Fargo, ND, US. As a key member of our team, you will be responsible for assisting clients in developing long-term financial strategies to achieve their goals.Key Responsibilities:Evaluate clients' financial status, retirement plans,...


  • Fargo, North Dakota, United States Family Fare Full time

    Customer Service RepresentativeAt Family Fare, we're looking for a Customer Service Representative to join our team. As a key member of our store team, you'll be responsible for providing exceptional customer service, processing transactions, and communicating company programs and promotions to customers.Process guest services such as credits, over rings,...


  • Fargo, North Dakota, United States Town and Country Credit Union Full time

    Customer Service RepresentativeWe're seeking a highly skilled Customer Service Representative to join our team at Town & Country Credit Union. As a key member of our Contact Center, you will be responsible for providing exceptional service to our members, handling a wide range of inquiries and resolving issues in a prompt and courteous manner.Key...


  • Fargo, North Dakota, United States Ryan Kill - State Farm Agent Full time

    Customer Service RepresentativeAre you looking for a career that combines customer service with sales?We are seeking a Customer Service Representative to join our team at Ryan Kill - State Farm Agent. As a Customer Service Representative, you will be responsible for establishing customer relationships and following up with customers, as needed. You will also...


  • Fargo, North Dakota, United States Town and Country Credit Union Full time

    Member Experience Representative RoleWe're seeking a skilled Customer Service Representative to join our team at Town & Country Credit Union. As a Member Experience Representative, you will be responsible for handling and resolving a wide range of member service inquiries, including account statements, balance, payments, transfers, and electronic services....


  • Fargo, North Dakota, United States Town and Country Credit Union Full time

    Job SummaryWe're seeking a skilled Customer Service Representative to join our team at Town & Country Credit Union. As a Member Experience Specialist, you will be responsible for providing exceptional service to our members through various channels, including phone, email, and online platforms.Key Responsibilities:Handle and resolve member service inquiries...


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

    About the RoleNew York Life is seeking a talented Financial Service Professional to join our team in North Dakota. As a key member of our team, you will be responsible for providing financial guidance and solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement tailored financial plans for clients,...


  • Fargo, North Dakota, United States Sam's Club Full time

    Job SummaryAs a Member Service Representative at Sam's Club, you will be responsible for providing exceptional member service by maintaining a clean and organized sales floor, assisting members with purchasing decisions, and promoting Sam's Club products and services. You will also be responsible for processing member purchases, assisting with...


  • Fargo, North Dakota, United States Universal Health Services Full time

    Controller Job SummaryThe Controller is a key member of the finance team at Universal Health Services, responsible for overseeing all finance and accounting activities. This includes managing accounts payable, payroll, and purchasing, as well as assisting the Chief Financial Officer with month-end close and annual budgeting.Responsibilities• Manage and...


  • Fargo, North Dakota, United States SpartanNash Full time

    Job SummaryAt SpartanNash, we're committed to delivering exceptional customer experiences through our People First culture. As a Customer Service Representative, you'll play a vital role in ensuring our guests receive top-notch service in person or over the phone. Your primary responsibilities will include answering incoming calls, directing calls to the...


  • Fargo, North Dakota, United States Universal Health Services Full time

    Controller Job SummaryThe Controller is a key member of the finance team at Universal Health Services, responsible for managing all finance and accounting daily activities. This includes accounts payable, payroll, and purchasing. The ideal candidate will have a minimum of a Bachelor's degree in Accounting or Finance and five years of healthcare-related...


  • Fargo, North Dakota, United States Meron Financial Agency Full time

    Unlock Your Earning PotentialMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. As a Financial Consultant, you will have the opportunity to make a meaningful impact on people's lives while enjoying work-life balance.We are looking for passionate and driven individuals who want to...


  • Fargo, North Dakota, United States Holiday Companies Full time

    We are seeking a skilled Customer Service Representative to join our team at Holiday Companies. As a Customer Service Representative, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key Responsibilities:Greet customers and provide a positive shopping...


  • Fargo, North Dakota, United States Agency & Agent Staff Full time

    Business OpportunityAs a highly rewarding business opportunity, American Family Insurance Agency Owner allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future, this may be the perfect opportunity for you.About UsWe are a Fortune 500 company that is...

  • Financial Analyst

    3 weeks ago


    Fargo, North Dakota, United States Swanson Health Full time

    Job DescriptionWe are seeking a detail-oriented Staff Accountant to assist our Senior Accountant with various accounting tasks while ensuring compliance with Generally Accepted Accounting Principles (GAAP). This position offers an excellent opportunity for growth in a dynamic and supportive work environment.About the Role:Perform daily general ledger...


  • Fargo, North Dakota, United States Frontier Management (OR) Full time

    About UsAt Frontier Management (OR), we believe in helping people like you create, protect, and preserve their financial security. Since 1845, we've been working hard to meet life's responsibilities and build our own futures.Our PromiseWe take our responsibility seriously and have always kept every promise we've made to our customers. That's simply a...


  • Fargo, North Dakota, United States Gate City Bank Full time

    Explore Opportunities at Gate City BankJob Description:As a Customer Service Representative at our Fargo Southpointe Office, you play a pivotal role in delivering exceptional customer service. You'll support customers with various financial transactions and serve as a source of knowledge, educating them on an array of bank products and services.Key...


  • Fargo, North Dakota, United States U-Haul Full time

    Customer Service Representative RoleAre you passionate about delivering exceptional customer experiences? Do you thrive in a fast-paced environment where no two days are the same? U-Haul is seeking a skilled Customer Service Representative to join our team!As a Customer Service Representative, you will be the face of U-Haul, providing top-notch service to...