Financial Advisor/ Insurance Professional (Experienced)(Bilingual Spanish/Portuguese-preferred)

New York Life (Dallas/Fort Worth); Fort Worth (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Defined benefit pension plan

401k plan

Comprehensive training programs

Job summary

New York Life invites motivated financial professionals to join its team in Dallas/Fort Worth. You will build your practice, helping clients create long-term financial strategies using life insurance, investments, annuities, and mutual funds.

Expect extensive training, strong support, and opportunities for career growth within NYLIC University and allied programs. We seek self-driven individuals who communicate clearly, listen attentively, and explain complex financial concepts in simple terms.

Qualifications

• Highly self-motivated with the ability to work independently.
• Outgoing personality with proven relationship-building skills.
• Fearless, positive attitude and accountability for results.
• Organized, detail-oriented with strong time management.
• Commitment to continuous learning and professional growth.
• Excellent listener and ability to explain complex information clearly.

Responsibilities

• Build your practice and help clients plan for their financial futures.
• Explain complex financial concepts in a simple, concise manner.
• Provide ongoing client service and guidance through the planning process.

Skills

Self-motivation

People skills

Goal-oriented

Time management

Lifelong learning

Communication skills

Job description

Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds.

As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to 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 in a simple and concise manner

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:

• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales
• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
• Dedicated underwriters who work diligently on cases
• Committed managers who don’t sell; instead they’re dedicated to helping you succeed
• A team of highly-trained, experienced product consultants to support your client acquisition needs
• Significant income potentialCompetitive l benefits, including a defined benefit pension plan and 401k1

About New York Life

We are among the strongest and most respected financial companies in America today, ranking #73 on the 2020 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1708927 (Exp. 9/1/21)

*1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.