Client-Focused Financial Advisor & Planner

New York Life Insurance Co.; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Defined benefit pension plan

401k

Training programs

Career growth opportunities

Job summary

New York Life Insurance Co. is seeking motivated financial professionals to build their practice and help clients plan for their financial futures. You will work with clients on life insurance, investments, annuities, and mutual funds, while developing relationships in the community and advancing through our training programs.

We offer extensive support, dedicated managers, and career-growth opportunities through NYLIC University and other programs designed to help you succeed.

Qualifications

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Outgoing personality with the ability to develop relationships and help others.
• Fearless, positive attitude and willingness to be accountable for results.
• Organized, detail-oriented and excellent time-management skills.
• Desire for continuous learning.
• Good communicator—excellent listening skills and ability to explain complex information clearly.

Responsibilities

• Build your practice as a financial professional with New York Life.
• Help clients prepare for their financial futures using life insurance, investments, annuities, and mutual funds.
• Develop relationships with clients and professionals to grow business.

Skills

Self-motivation

People person

Accountability

Organized

Continuous learning

Effective communicator

Job description

New York Life Insurance Co. is seeking motivated financial professionals to build their practice and help clients plan for their financial futures. You will work with clients on life insurance, investments, annuities, and mutual funds, while developing relationships in the community and advancing through our training programs.

We offer extensive support, dedicated managers, and career-growth opportunities through NYLIC University and other programs designed to help you succeed.