Financial Services Professional
5 days ago
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
- 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
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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