Funeral Planning Sales & Education Professional - FARGO ND / MOORHEAD MN area at Brooklyn Investment Group

Moorhead, Minnesota, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Funeral Services, InsuranceIndustries

Requirements

Minnesota or North Dakota Life Insurance License HIGHLY PREFERRED
Funeral industry experience HIGHLY PREFERRED
Highly ethical approach to sales
Proven track record of sales success
Self-motivated and proactive
Excellent problem identification and resolution skills
Excellent verbal communication skills
Intermediate knowledge of MS Office
Comfortable working with user-friendly sales software and CRM software
Able to collaborate with others and work as part of a team
Good planning and organizational skills
Creative and innovative – someone who will take initiative and ownership in their role
Valid driver’s license

Responsibilities

Meet with families in the Fargo, ND / Moorhead, MN area to discuss preneed funeral planning
Walk families through the process of planning ahead for funeral wishes
Lead generation from various sources
Achieve earning potential based on sales performance
Participate in sales contests for cash prizes
Qualify for all-expenses paid annual incentive trips

Skills

Life Insurance License

MS Office

CRM Software

Sales Software

Driver's License

Brooklyn Investment Group

Integrates crypto and equity portfolios for advisors

About Brooklyn Investment Group

Brooklyn connects traditional financial advisors with digital wealth management by offering a platform for customized portfolios that include both cryptocurrency and equity investments. The platform features automated tax loss harvesting to enhance after-tax returns and provides professional risk management guided by an experienced Chief Investment Officer. Brooklyn's leadership team has extensive backgrounds in finance and technology, allowing them to deliver advanced tools and services to financial advisors. The company's goal is to improve investment performance and risk management for its clients.

New York City, New YorkHeadquarters

2016Year Founded

$14.5MTotal Funding

SEEDCompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Risks

Increased competition from fintech companies could erode Brooklyn's market share.

Cryptocurrency market volatility poses risks to Brooklyn's crypto portfolios.

Regulatory scrutiny on AI-driven services may increase compliance costs for Brooklyn.

Differentiation

Brooklyn integrates crypto and equity portfolios for financial advisors.

The platform offers automated tax loss harvesting to enhance after-tax returns.

Brooklyn's leadership includes experts from top-tier financial institutions.

Upsides

Brooklyn raised $21 million in Series A funding to scale its platform.

The rise of DeFi offers new crypto investment opportunities for Brooklyn.

Increased regulatory clarity around crypto benefits Brooklyn's portfolio offerings.

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