Financial Service Professional

Join a full-time, on-site Financial Service Sales role in Fargo, ND, focused on client goals, financial guidance, and compliant product advisory.

Responsibilities

• Meet with clients to discuss financial goals
• Offer financial advice
• Sell financial products and services
• Identify and contact potential clients
• Analyze client financial status
• Create personalized financial plans
• Develop and maintain client relationships
• Adhere to compliance standards
• Stay current on financial regulations and market trends

Requirements

• Finance and financial services skills
• Excellent communication and customer service skills
• Sales skills with the ability to meet targets
• Strong interpersonal skills and ability to build relationships
• Bachelor’s degree in Finance, Business, or related field (preferred)
• Ability to work independently and as part of a team

Compensation & Earnings

• Pay: USD 90,000 - 125,000 per year
• Average first-year earnings: approximately $90,000 - $125,000+
• Performance bonuses and residual income potential

Benefits

• Comprehensive training: company-paid study materials, exam fees, and structured development programs
• Mentorship and coaching from accomplished leaders and industry experts
• Career advancement: defined career path with unlimited income potential
• Fast-Track to Partner program for qualified individuals
• Benefits package including medical, dental, vision, and 401(k)
• Access to pension plan and equity track for qualifying Partners
• Local and national recognition programs, conferences, and incentive trips
• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Role Details

• Employment type: Full-time
• Work location: In-person (onsite) in Fargo, ND

About New York Life

• Fortune 100 company and a respected name in financial services
• More than 180 years helping individuals, families, and businesses build, protect, and preserve wealth
• Backed by financial strength for over 180 years

What You’ll Do With the Team

• Work directly with clients to discuss goals, provide advice, and sell appropriate financial products and services
• Handle daily activities including prospecting, client analysis, and developing personalized financial plans
• Maintain relationships while meeting compliance standards and monitoring market and regulatory changes