New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Are you looking for a new career that provides training, mentorship and the tools to become a successful salesperson? This could be the role for you!
New York Life is seeking a skilled, energetic individual to join our team as an Entry-Level Financial Professional at the Minot, ND general office. We are the nation's oldest and most robust mutual insurance and investment company, committed to offering clients a diverse range of solutions and steadfast service.
Partnering with our clients as trusted allies, we assist them on their financial journeys and lead them toward a secure future despite life's obstacles. By becoming part of New York Life, you will acquire essential insurance and investment licenses, engage in our thorough paid training program, become proficient in our systems and products, and develop your business portfolio as an insurance agent and registered investment representative.
We offer an industry-leading compensation and benefits package with abundant opportunities for success and advancement within the Company. New York Life values diversity, encouraging applications from individuals in various fields like banking, business, financial services, insurance, leadership, and management. Holding current ND or MN insurance and/or investment licenses is a plus but not necessary.
$80,000 - $95,000 yearly
Responsibilities:
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning.
If you are interested in becoming a financial services professional, please contact me at: lahuizenga@newyorklife.com.