What are the responsibilities and job description for the Entry level insurance position at NYL - North Dakota General Office?
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.
Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose : to be there when our policy owners need us.
Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.
New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.
S. life insurer by each of the four major rating companies : A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.
For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world².
New York Life has been recognized as one of the World’s Most Admired Companies by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.
Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.
New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source : Individual Third Party Ratings Reports as 7 / 30 / 18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.
SOURCE : MDRT as of 7 / 1 / 2019
4- Based on revenue as reported by Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual), Fortune magazine, 6 / 1 / 19.
For methodology, please see http : / / fortune.com / fortune500 /
Compensation :
$105,000 yearly at plan commission
Responsibilities :
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Qualifications :
- Required to effectively network to identify potential new clients
- Relationship management skills are required
- Must possess uncompromising integrity and the ability to communicate complex ideas
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 :
- Retirement Plan
- 401(k) Savings Plan
- Health Coverage
- Income Protection
- Training
- License reimbursement
- Hybrid Position
Last updated : 2024-11-11
Salary : $105,000
