EntryLevel Financial Services Professional

New York Life - North Dakota; Bismarck (ND); On-site; USD 90,000 - 110,000; Full time

Job summary

New York Life - North Dakota is seeking a self-motivated, integrity‑driven professional to help clients build long‑term financial security through insurance, annuities, and investments. A three‑year training program, marketing support, and mentorship from established agents support your development.

You will use a research‑based approach, prospect for clients, and manage financial plans with a CRM, communicating complex concepts clearly and upholding high ethical standards.

Qualifications

• Strong relationship management skills and/or experience required.
• Ability to successfully network to prospect new potential clients is a must.
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.

Responsibilities

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
• Participate in educational meetings or seminars relevant to the client's risk tolerance and financial objectives for research before offering sound financial advice.
• Flexible Schedule
• Joint work
• 2‑year training program

Skills

Relationship management

Networking

Communication

Integrity

Licensing

Competitive

Tools

CRM

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long‑term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive three‑year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Participate in educational meetings or seminars relevant to the client's risk tolerance and financial objectives for research before offering sound financial advice
• Flexible Schedule
• Joint work
• 2‑year training program

Qualifications

• Strong relationship management skills and/or experience required
• Ability to successfully network to prospect new potential clients is a must
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Life and Health license preferred
• Must be a competitive person

Compensation

Compensation: $100,000 at plan commission

$100,000 per year