What are the responsibilities and job description for the Financial Service Professional position at NYL - Fargo?
New York Life is a Fortune 100 company and one of the most respected names in financial services. For over 180 years, we have helped individuals, families, and businesses build, protect, and preserve wealth. If you’re ready to take control of your career and grow into leadership with the backing of one of the most financially secure companies in the industry, apply now or contact us to learn more!
Compensation & Benefits
- Average first-year earnings are approximately $90,000 -$125,000
- Performance bonuses and residual income potential
- Benefits package available, including medical, dental, vision, and 401(k)
- Access to a pension plan and an equity track for qualifying Partners
- Local and national recognition programs, conferences, and incentive trips
$90,000 - $125,000 yearly
Responsibilities:
This is a full-time on-site role for a Financial Service Sales Professional, located in Fargo, ND. The Financial Service Sales Professional will be responsible for meeting with clients to discuss their financial goals, offering financial advice, and selling financial products and services.
Daily tasks include identifying and contacting potential clients, analyzing client financial statuses, and providing personalized financial plans. The role requires developing and maintaining client relationships, adhering to compliance standards, and staying updated with financial regulations and market trends.
Qualifications:
- Finance and financial services skills
- Excellent communication and customer service skills
- Sales skills and ability to meet targets
- Strong interpersonal skills and ability to build relationships
- Bachelor's degree in Finance, Business, or related field is preferred
- Ability to work independently and as part of a team
About Company
What We Offer
- Comprehensive Training: Company-paid study materials, exam fees, and structured development programs.
- Mentorship & Coaching: Learn directly from accomplished leaders and industry experts.
- Career Advancement: A defined career path with unlimited income potential, plus a Fast-Track to Partner program for qualified individuals.
- Impactful Work: Help individuals, families, and businesses achieve long-term financial security.
- Resources & Support: A Fortune 100 company with more than 180 years of financial strength backing your practice.
Salary : $90,000 - $125,000