Financial Advisor Development Program

New York Life Insurance Co.; Frisco (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Life insurance

401(k) and retirement benefits

Health savings account

Professional training and development

Licensing support

Job summary

New York Life's North Dallas General Office in Frisco, TX is seeking motivated, relationship-driven professionals ready to build a client-focused financial practice. This entrepreneurial role emphasizes relationship-building, prospecting, and ongoing licensing toward a long-term, rewarding career in financial services.

You will develop a network, engage with individuals and business owners, and receive mentorship, training, and support to grow your practice while pursuing licensing and

Qualifications

• Current primary residence within the Dallas-Fort Worth Metroplex.
• Ability to work from the North Dallas General Office in Frisco, Texas, and participate in client-facing field activity.
• Authorization to work in the United States.
• Willingness and ability to obtain applicable state insurance licensing.
• Strong communication skills, professionalism, and personal accountability.

Responsibilities

• Build and expand your professional network throughout the Dallas-Fort Worth market.
• Develop prospective client relationships through networking, prospecting, professional communication, and consistent follow-up.
• Learn to identify client priorities and help clients explore strategies involving protection, retirement, wealth accumulation, education planning, and long-term financial goals.
• Participate in client meetings alongside experienced financial professionals, with support on more complex client situations.
• Develop business-development and relationship-management skills while learning to build a long-term financial-services practice.
• Participate in training and coaching while working toward applicable insurance and securities licensing.

Skills

Communication skills

Initiative

Relationship-building

Professionalism

Coachability

Measurable goals

Networking

Education

Bachelor's degree preferred

Job description

Frisco, TX | Full-time

Work Setting: North Dallas office and client-facing field activity

Current DFW Residents Only | Bachelor's Degree Preferred

Actual earnings vary based on individual results, eligibility, production, and applicable compensation arrangements. This range represents estimated total compensation, not guaranteed earnings.

BUILD A CAREER. BUILD A PRACTICE. BUILD EXPERTISE.

Are you an ambitious professional looking for an opportunity to combine entrepreneurship, relationship building, and long-term career development?

New York Life's North Dallas General Office is seeking motivated, relationship-driven professionals interested in building a meaningful career in financial services.

This opportunity is designed for individuals who want to take ownership of their professional growth, develop valuable financial expertise, and build a client-focused practice with the support of an established financial-services organization.

Prior financial-services experience is not required.

We welcome professionals from backgrounds such as sales, business development, management, banking, recruiting, real estate, entrepreneurship, and other relationship-driven industries.

What matters is your ability to communicate, develop relationships, demonstrate initiative, accept coaching, and consistently follow through.

This is an entrepreneurial, client-development career. Building a professional network, prospecting, and developing your own client relationships are essential parts of the opportunity.

ABOUT THE OPPORTUNITY

As you develop your knowledge and work toward applicable licensing and qualifications, you will have the opportunity to build relationships with individuals, families, professionals, executives, and business owners throughout the Dallas-Fort Worth community.

The North Dallas General Office provides a professional development environment supported by experienced leadership, mentorship, training, and career-development resources.

Our focus is on developing knowledgeable, ethical, relationship-driven financial professionals who can build meaningful careers while serving clients for the long term.

WHAT YOU'LL DO

Responsibilities may include:

• Build and expand your professional network throughout the Dallas-Fort Worth market.
• Develop prospective client relationships through networking, prospecting, professional communication, and consistent follow-up.
• Learn to identify client priorities and help clients explore strategies involving protection, retirement, wealth accumulation, education planning, and long-term financial goals.
• Participate in client meetings alongside experienced financial professionals, with support on more complex client situations.
• Develop business-development and relationship-management skills while learning to build a long-term financial-services practice.
• Participate in training and coaching while working toward applicable insurance and securities licensing.

TRAINING, MENTORSHIP & PROFESSIONAL DEVELOPMENT

Building a successful career in financial services requires technical knowledge, professional communication skills, and consistent business-development activity.

Our North Dallas General Office provides a structured development environment designed to help individuals build the skills needed to develop a client-focused practice.

Depending on eligibility and stage of development, training and support may include:

• Insurance and securities licensing preparation
• Prospecting and client-conversation coaching
• Mentorship from experienced financial professionals
• Opportunities to participate in joint client meetings
• Case-development and business-development support
• Ongoing coaching, accountability, and professional development

You are not expected to know everything on Day 1. You are expected to bring initiative, professionalism, coachability, and a willingness to consistently improve.

WHO WE'RE LOOKING FOR

We are interested in entrepreneurial, relationship-focused professionals who demonstrate:

• Strong communication and interpersonal skills
• Initiative and personal accountability
• Comfort initiating conversations and developing relationships
• Professionalism and integrity
• Coachability and a commitment to learning
• Discipline, consistency, and follow-through
• Comfort working toward measurable goals
• Interest in business, finance, and long-term professional development

We value demonstrated initiative, relationship-building ability, and a willingness to take ownership of results.

REQUIRED QUALIFICATIONS

• Current primary residence within the Dallas-Fort Worth Metroplex
• Ability to work from the North Dallas General Office in Frisco, Texas, and participate in client-facing field activity
• Authorization to work in the United States
• Willingness and ability to obtain applicable state insurance licensing
• Strong communication skills, professionalism, and personal accountability

Important Location Requirement:

Applicants must currently reside within the Dallas-Fort Worth Metroplex. Candidates planning to relocate to DFW are not eligible, and relocation assistance is not available.

PREFERRED QUALIFICATIONS

• Bachelor's degree preferred, but not required
• Experience in sales, business development, management, leadership, banking, recruiting, real estate, mortgage, entrepreneurship, client service, or another relationship-driven profession
• Demonstrated success achieving goals, developing professional relationships, or taking initiative
• Existing insurance or securities licenses are helpful but not required

COMPENSATION & BENEFITS

Compensation arrangements may vary based on individual qualifications, eligibility, applicable programs, and role-specific requirements.

Depending on the applicable compensation arrangement, earnings may include commissions, training allowances, bonuses, or other eligible compensation opportunities.

The advertised range represents estimated total compensation and is not a guaranteed salary or earnings commitment. Actual earnings vary based on individual results, eligibility, production, and the applicable compensation arrangement.

Complete compensation details, qualification requirements, and applicable eligibility are reviewed during the formal selection process.

Benefits may be available subject to eligibility and applicable program requirements, including:

• Health insurance
• Vision insurance
• Life insurance
• 401(k) and retirement benefits
• Health savings account
• Professional training and development
• Licensing support

LONG-TERM CAREER OPPORTUNITY

Potential career paths may include:

• Building an established financial-services practice
• Advanced financial planning
• Wealth management
• Retirement and business-owner planning
• Specialized client markets
• Practice leadership
• Recruiting and developing financial professionals
• Field management and leadership opportunities

Career progression depends on qualifications, individual development, performance, and organizational needs.

New York Life is an Equal Opportunity Employer and is committed to supporting qualified individuals from diverse backgrounds, including veterans and individuals with disabilities.