Financial Services Representative

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. You will help clients make our financial products and services available to those seeking a sustainable approach to a sound financial future. New York Life offers a comprehensive three‑year training program, marketing support, and ongoing professional development. You will work with experienced agents and managers who help you grow a personal clientele and provide long‑term financial security to clients. Responsibilities Research and provide financial advice and strategies through educational meetings or seminars tailored to a client’s risk tolerance and financial objectives. Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from a trusted financial service professional. Collect personal financial information from each client, including status, cash flow, and expectations, and document it in our CRM. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other products. Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products we offer. Participate in educational meetings or seminars relevant to the client’s risk tolerance and financial objectives for research before offering sound financial advice. Maintain flexibility in scheduling and collaborate with teammates. Qualifications Effective relationship‑management skills. Strong networking ability to identify potential new clients. Uncompromising integrity and strong communication skills for complex programs and ideas. Ability to convey complicated concepts and maintain principles such as honesty and integrity. Preferred: Life & Health license. Competitive, self‑motivated, and focused on results. Compensation Base salary of $100,000 per year plus plan commission. Benefits Medical, dental, vision, long‑term disability, and group term life insurance immediately available for full‑time agents and their dependents. Access to an internal Benefits Portal for additional resources. Equal Opportunity Employer A Licensed Insurance Agency – Equal Opportunity Employer M/F/D/V. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. #J-18808-Ljbffr New York Life - North Dakota