What are the responsibilities and job description for the Associate Financial Planner position at NYL - North Dakota General Office?
Job Description
Job Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation :
105,000 at plan commission
Responsibilities :
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Qualifications :
About Company
NYL - North Dakota General Office's financial professionals are passionate about helping clients protect their income, preserve wealth, and create financial legacies. In fact, many of our most successful financial professionals are former teachers, nurses, and other natural-born nurturers.
We Offer :
Salary : $105,000
