Financial Services Professional

5 days ago


Bismarck, North Dakota, United States New York Life Insurance - Huizenga Team Full time

New York Life Insurance - Huizenga Team is seeking a dedicated and results-driven Financial Services Professional to join our team in the Bismarck-Mandan area.

Key Responsibilities:
  • Develop a list of prospective clients and market our insurance products through networking, referrals, cold calling, and various marketing strategies
  • Process current policyholders' insurance claims while monitoring the status of existing insurance claims
  • Maintain accurate contracting paperwork, databases, records, and bookkeeping
  • Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience
  • Provide exceptional customer service, including onboarding new clients and maintaining existing relationships
  • Research and provide financial advice and strategies through educational meetings or seminars
  • Assess each client's potential life and financial needs to create an individualized financial plan
Requirements:
  • Previous customer service or sales experience preferred
  • Familiarity with Microsoft Office suite
  • High school diploma or equivalent required; Bachelor's degree preferred
  • Prior health insurance or life insurance experience a bonus
  • Strong interpersonal and communication skills essential
  • Candidates with active investment licenses preferred
About Us:

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Joining our team offers a unique opportunity to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We provide comprehensive guidance, encouragement, and training for those who want to succeed.

Compensation:

The estimated salary for this position is $80,000 - $150,000 per year, depending on performance and experience.



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