EntryLevel Insurance Sales Agent

New York Life - North Dakota; Bismarck (ND); On-site; USD 100,000; Full time

Job summary

A financial services company in Bismarck seeks a motivated financial service professional to help clients with insurance, savings, and investments. Responsibilities include developing tailored financial plans, managing client relationships, and participating in networking. Candidates should possess strong communication and integrity. The position offers a comprehensive training program with competitive compensation of $100,000 per year.

Qualifications

• Must have effective relationship management skills.
• Required to effectively network to identify potential new clients.
• Uncompromising integrity and strong communication skills.

Responsibilities

• Help clients implement financial recommendations like insurance and savings plans.
• Work with clients to collect personal financial information.
• Generate prospects using social media and marketing tools.
• Develop tailored financial plans based on client needs.
• Participate in educational meetings or seminars.

Skills

Relationship management skills

Networking ability

Integrity

Communication of complex ideas

Education

Life and Health license preferred

Job description

Overview

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. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Compensation and Company Details: New York Life offers comprehensive support and resources typical of a Fortune 100 company, including marketing support, prospecting and technical assistance, and a three-year training program. 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). Equal Opportunity Employer M/F/D/V. Source: MDRT and Fortune references are provided for context only.

Preferences: Background information about the company, ratings, and MDRT references are included for context and do not constitute a guarantee of employment or compensation.

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Work with each client to collect personal financial information including status, cash flow, and documentation in our CRM.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
• Participate in educational meetings or seminars relevant to client\'s risk-tolerant and financial objectives for research before offering sound financial advice.
• Flexible schedule and joint work arrangements.
• 2-year training program.

Qualifications

• Must have effective relationship management skills.
• Required to effectively network to identify potential new clients.
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas.
• Candidates should be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Life and Health license preferred.

Compensation

$100,000 per year