Entry-Level Financial Professional

New York Life - Dallas; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

New York Life - Dallas is seeking a motivated life insurance agent to guide individuals, families, and businesses toward prudent financial strategies using our expansive product lines. The role offers a stable, industry-leading company and opportunities for advancement through our training curriculum.

This full-time position emphasizes client relationship building, pursuing necessary licenses with company support (CFP/CPA and FINRA), and helping clients achieve long-term goals via life

Qualifications

• CPA license, or CFP license and FINRA Series 7 and 66 are required
• Up-to-date knowledge of the financial industry and products
• Bachelor’s degree in finance, business administration, or related field

Responsibilities

• Compile client financial information to determine goals, status, and cash flow
• Aid clients in implementing financial plans and products
• Prospect and build relationships with new clients as trusted advisor
• Provide financial advice and strategies based on risk tolerance and objectives
• Design customized plans for changing life situations and needs
• Grow client base through marketing and networking
• Present a range of solutions for wealth management and retirement planning
• Help clients with insurance, annuities, and investments
• Manage schedules and ongoing professional development

Skills

Excellent math skills

Relationship skills

Communication skills

Customer service skills

Education

Bachelor’s degree in finance, business administration, or related field

Tools

CFP license

FINRA Series 7 and 66

CPA license

Job description

About this position

Our missionat New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them.

When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunities for promotion and development are a possibility, as New York Life tries to help agents flourish within their role.

Our missionat New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them.

When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunities for promotion and development are a possibility, as New York Life tries to help agents flourish within their role.

Compensation:

$50,000 - $80,000 yearly

Responsibilities:

• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

• Prospect and contact potential clients to discuss their financial needs and concerns
• Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
• Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
• Create and implement business and marketing plans that will expand the client base
• Develop your professional skills and knowledge through the New York Life training curriculum
• Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning
• Potential for growth within the company
• Manage schedule and calendar
• This is a full-time position

Qualifications:

• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Requires a Bachelor’s degree in finance, business administration, or related field

• Sales experience preferred with a growth mindset
• Strong business acumen
• Must possess uncompromising integrity
• Ability to engage your community and leverage personal networks and contacts
• Excellent communication skills, both written and verbal, to communicate complex skills
• Motivated and driven personality
• Self-disciplined
• Willingness to obtain licensure, if necessary
• Strong leadership skills
• Ability to adapt to changing needs
• Innovative and self-driven
• Flexibility

About Company

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers.

As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.