EntryLevel Financial Professional

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

Job summary

New York Life in Dallas is seeking a highly motivated life insurance agent to help clients achieve their financial goals through comprehensive insurance, annuities, and investment solutions.

You will compile clients’ financial information, propose personalized plans, build relationships, and grow your book of business. Training, licensing support, and a clear path for advancement are provided in a stable, long‑term career with a respected insurer.

Qualifications

• Excellent math, relationship, communication and customer service skills are crucial.
• Proven success as a financial planner or advisor is essential.
• Up-to-date knowledge of financial industry, products, and tax regulations.
• Willingness to obtain licensure and continue professional development.

Responsibilities

• Compile client financial information to determine goals and expectations.
• Aid clients in implementing financial recommendations (savings, insurance, funds).
• Prospect and establish relationships with new clients as trusted advisor.
• Research and propose strategies based on risk tolerance and objectives.
• Design customized financial plans for life changes and needs.
• Prospect and contact clients to discuss financial needs.
• Present solutions using our product suite to meet goals.
• Offer life insurance, annuities, securities, and investments for planning.
• Create and implement business and marketing plans to grow client base.
• Develop skills through NYL training; licensing support provided.
• Potential for growth within the company; manage schedule.
• This is a full-time position.

Skills

Math skills

Relationship skills

Communication skills

Customer service skills

Sales experience

Leadership

Integrity

Self-discipline

Motivation

Networking

Adaptability

Flexibility

Education

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

Job description

Our mission at 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.

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

Compensation: $50,000 - $80,000 yearly