Financial Advisor Trainee: Build Clients & Wealth

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

Job summary

New York Life - Dallas is hiring a motivated life insurance agent to guide individuals, families, and businesses toward sound financial strategies. You will help clients identify goals, recommend life insurance, investments, and retirement solutions, and grow a client base through trusted advisor relationships.

The role offers a path for career development within a stable, mutual company that prioritizes customers and long-term value.

Qualifications

• Strong mathematical aptitude and interpersonal skills.
• Ability to communicate complex financial concepts clearly.
• Experience in financial planning or advisory roles is beneficial.

Responsibilities

• Compile client financial information to assess goals and needs.
• Aid clients with financial recommendations including life insurance and investments.
• Identify and pursue new prospects and build relationships as a trusted advisor.
• Provide financial advice aligned with client risk tolerance and objectives.
• Design customized financial plans for clients based on life changes.

Skills

Math skills

Relationship skills

Communication skills

Customer service

Education

Bachelor’s degree in finance or business

Job description

New York Life - Dallas is hiring a motivated life insurance agent to guide individuals, families, and businesses toward sound financial strategies. You will help clients identify goals, recommend life insurance, investments, and retirement solutions, and grow a client base through trusted advisor relationships.

The role offers a path for career development within a stable, mutual company that prioritizes customers and long-term value.