Entrepreneurial Financial Advisor: Own Your Practice

New York Life (Dallas/Fort Worth); Dallas (TX); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Long-term disability

401(k) with company match

Job summary

New York Life in Dallas is seeking a Financial Professional to run your own client practice with the backing of a Fortune 100 company. You will guide individuals, families and businesses toward their financial futures by offering our broad insurance and financial product lines.

The role emphasizes entrepreneurship and client service. Training, development, and benefits are designed to fit your schedule, including in-office trainings and access to New York Life’s online portal.

Qualifications

• Requires a 4-year college degree.
• Excellent verbal and written communication.
• Prior sales or business experience preferred.
• Entrepreneurial mindset and self-starting ability.
• Ability to work independently and with a team.

Responsibilities

• Guide clients to financial futures using NY Life products.
• Develop and run your own client practice with company support.
• Engage prospects and build long-term relationships.

Skills

Excellent communication

Sales experience

Entrepreneurial mindset

Education

4-year College Degree

Job description

New York Life in Dallas is seeking a Financial Professional to run your own client practice with the backing of a Fortune 100 company. You will guide individuals, families and businesses toward their financial futures by offering our broad insurance and financial product lines.

The role emphasizes entrepreneurship and client service. Training, development, and benefits are designed to fit your schedule, including in-office trainings and access to New York Life’s online portal.