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Financial Services Professional

2 months ago

Fargo, 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 Life Insurance Sales Agent. As a key member of our dynamic team, you will play a crucial role in helping clients achieve their financial goals through life insurance solutions.

Key Responsibilities
  • Participate in educational meetings or seminars to research and provide sound financial advice to clients based on their risk tolerance and financial objectives.
  • Use a CRM to organize client financial status, goals, cash flow, and monetary expectations for use in individual financial plans.
  • Research and provide financial advice and strategies through educational meetings or seminars tailored to client risk tolerance and financial objectives.
  • Implement marketing tools to identify, seek, and generate prospects for strong, long-term relationships as a reliable financial service professional.
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
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 that offers comprehensive training and steadfast support to its agents. As a member of our team, you will have access to cutting-edge sales and marketing tools, participation in industry events, and a competitive benefits package. Opportunities for progression to higher roles are well within your grasp.