Financial Agent Entry Level

Barr District - New York Life; Frisco (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) and matching

Performance bonus

Flexible schedule

Health insurance

Training & development

Job summary

Barr District - New York Life, located in Frisco, Texas, is seeking motivated individuals for financial professional roles. This position focuses on building a personal client base, developing leadership skills, and advancing towards management positions. Candidates can expect a performance-based income with structured training and development opportunities. Benefits include comprehensive medical, dental, and vision insurance, along with a robust 401(k) plan. Flexible work options are also available.

Qualifications

• Prior management or business development experience is helpful, but not required.
• Training and development investments from the company.
• Ability to build and lead a team.

Responsibilities

• Learn the business by building your own client base and financial practice.
• Develop leadership, coaching, and team-building skills.
• Recruit, mentor, and develop future financial professionals.
• Drive performance, culture, and accountability within your team.

Skills

Leadership skills

Coaching and mentoring

Business development

Results-driven mindset

Education

MBA or other advanced degree

Job description

Benefits

• 401(k) and 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

What You’ll Do

• Learn the business by building your own client base and financial practice
• Develop leadership, coaching, and team-building skills
• Recruit, mentor, and develop future financial professionals
• Drive performance, culture, and accountability within your team
• Progress toward management roles by meeting clearly defined production, licensing, and performance milestones*

Why This Opportunity Stands Out

• Performance-based path to management (no waiting for openings or seniority)
• Uncapped income potential* with multiple compensation streams
• Early financial support and training allowances* during initial development phase
• Structured leadership training, mentorship, and executive-level coaching
• Long-term income opportunities through renewals and team development

This opportunity is ideal for individuals who are

• Ambitious, competitive, and results-driven
• Coachable and growth-minded
• Natural leaders or aspiring leaders
• Comfortable being accountable for outcomes
• Motivated by building and leading others

You may be a strong fit if you

• Prior management or business development experience is helpful, but not required. We invest heavily in training and development.
• Have previously run your own business
• Hold an MBA or other advanced degree

Benefits and Compensation

• Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
• 401(k) Savings Plan: Robust 401(k) offering.
• Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.
• Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.
• Career Growth: Access to industry-leading training, certifications, and career development resources.
• Professional Development: World-class training, ongoing mentorship, and advanced certifications.
• Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.

*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Important Disclosures & Program Details

Specific production, licensing, and performance requirements must be met before transitioning to field management. Advancement is not guaranteed and is based on individual results.

Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans. Compensation plans are subject to change at the Company’s discretion.

Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.

Flexible work from home options available.