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NY
New York Life
Financial Service Professional
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Manager
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Scorecard
Based on North Dakota data
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What they do
A Financial Services Manager manages an organization's financial or insurance services. Supervises other financial services professionals. Coordinates with sales and marketing on financial services placement to customers.
$163,906 / year median in North Dakota
-2% projected decline
Job Description
Company Description 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. Role Description 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