Client-Focused Insurance & Financial Advisor

New York Life - North Dakota; Williston (ND); On-site; USD 86,000 - 94,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan with matching

Pension plan

Generous paid time off

Job summary

Join New York Life - North Dakota as a Financial Services Representative, where you will have the opportunity to make an impact in the insurance industry. The role involves engaging with clients to understand their financial needs and providing tailored insurance solutions.

Successful candidates will have strong communication skills and a desire to build lasting client relationships. Comprehensive benefits include health, dental, vision, a robust 401(k) match, a pension plan, and generous paid time off.

Qualifications

• Experience in financial services or sales is preferred but not necessary.
• Ability to build and maintain trusting relationships with clients.
• Strong communication skills to convey complex information effectively.

Responsibilities

• Engage with clients to understand their financial needs and provide tailored solutions.
• Build and maintain strong client relationships for long-term satisfaction.
• Collaborate with team members on effective sales strategies.

Skills

Client engagement

Communication skills

Sales performance

Collaboration

Job description

Join New York Life - North Dakota as a Financial Services Representative, where you will have the opportunity to make an impact in the insurance industry. The role involves engaging with clients to understand their financial needs and providing tailored insurance solutions.

Successful candidates will have strong communication skills and a desire to build lasting client relationships. Comprehensive benefits include health, dental, vision, a robust 401(k) match, a pension plan, and generous paid time off.