Financial Professional

Job overview

The Financial Professional role is listed in Dickinson, ND; the posting describes work meeting clients and working in different markets rather than a fixed office setting. Compensation is not specified. New York Life offers insurance and investment products and services. The professional learns clients’ financial needs, explains planning options, develops customized approaches to long-term goals, and builds lasting client relationships. The role contributes to individuals’, families’ and small businesses’ efforts to pursue financial security and prepare for future needs.

What you'll do

• Understand clients’ needs and financial concerns
• educate clients on financial planning
• promote customized approaches to long-term goals
• cultivate relationships with individuals and families
• build an insurance and financial practice through professional networks and prospecting
• guide clients through financial challenges.

What we're looking for

Skills & competencies

financial professional

new york life

dickinson nd

insurance

financial services

client relationships

financial planning

retirement planning

college savings

prospecting

flexible schedule

life insurance

investment products

Work arrangement

• Weekend coverage required

Why this role

The posting describes a flexible schedule and the ability to choose clients, alongside work meeting clients and developing professional networks.

About the employer

New York Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.