Business Development Representative - BDR

NYL - West Houston Office; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

Pension plan

Health, dental and vision insurance

Licensing sponsorship

Flexible schedule

Job summary

New York Life is seeking a Business Development Representative who will build strong client relationships, identify insurance needs, and tailor financial solutions. You will network, generate leads, and guide clients through planning to meet long-term goals.

The role offers comprehensive training, licensing sponsorship, and a supportive, growth-oriented culture focused on leadership and professional development within a collaborative team environment.

Qualifications

• Passionate about helping others succeed financially.
• Business-minded and results-driven.
• Strong communicators with excellent relationship-building skills.
• Interested in long-term growth and potential leadership opportunities.
• Self-disciplined, goal-oriented, and resilient.
• Committed to continuous learning and development.
• Comfortable working independently and within a team.

Responsibilities

• Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
• Proactively reach out to potential clients through networking, referrals, and lead generation activities to expand the client base.
• Conduct comprehensive needs assessments to identify clients' financial goals and recommend appropriate insurance products.
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
• Collaborate with team members to share insights and strategies for achieving sales targets and enhancing client satisfaction.
• Stay informed about industry trends and product offerings to provide clients with the most up-to-date information and advice.
• Utilize New York Life's financial planning tools to create personalized insurance plans that align with clients' long-term objectives.
• Participate in ongoing training and professional development opportunities to enhance your skills and advance your career within the company.

Education

Bachelor’s degree preferred

Job description

Embark on a career journey with New York Life, where you'll not only grow but thrive. As a Business Development Representative, you'll be at the forefront of helping individuals and businesses achieve their financial goals, supported by a company with over 180 years of strength and stability. You'll benefit from our industry-leading training, mentorship, and a clearly defined career path that includes leadership opportunities. Our purpose-driven culture is centered around making a meaningful impact, giving you the tools and resources to build a successful client base and professional reputation. At New York Life, we invest in your future with a competitive benefits package. You'll enjoy a 401(k), pension plan, and comprehensive health, dental, and vision insurance. We offer a flexible schedule and full training, along with coaching and licensing sponsorship. Your ambition fuels your success, and we'll be there every step of the way to support your growth. Join us and become part of a team known for its innovation, employee development, and collaborative environment. Your potential is upside with New York Life.

Responsibilities

• Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions
• Proactively reach out to potential clients through networking, referrals, and lead generation activities to expand the client base
• Conduct comprehensive needs assessments to identify clients' financial goals and recommend appropriate insurance products
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Collaborate with team members to share insights and strategies for achieving sales targets and enhancing client satisfaction
• Stay informed about industry trends and product offerings to provide clients with the most up-to-date information and advice
• Utilize New York Life's financial planning tools to create personalized insurance plans that align with clients' long-term objectives
• Participate in ongoing training and professional development opportunities to enhance your skills and advance your career within the company

Qualifications

• Passionate about helping others succeed financially
• Business-minded and results-driven
• Strong communicators with excellent relationship-building skills
• Interested in long-term growth and potential leadership opportunities
• Self-disciplined, goal-oriented, and resilient
• Committed to continuous learning and development
• Comfortable working independently and within a team

Additional Qualifications

• Sales or financial services experience is helpful, but not required
• Bachelor’s degree preferred (not mandatory)
• Willing to obtain a state Life & Health license (training/licensing sponsored)

Compensation

$70,000 - $100,000 yearly