Financial Services Professional

New York Life; Frisco (TX); On-site; USD 60,000 - 110,000; Full time

Job summary

New York Life seeks licensed insurance professionals to join our nationwide team in Frisco, TX. The role involves meeting with clients, analyzing their financial information, and making suitable product recommendations while delivering ongoing service.

A flexible schedule and strong guidance, training, and support are provided to help you build a rewarding financial services business. As an agent, you will schedule appointments, work with clients across insurance and financial planning, and have

Qualifications

• Must hold a valid Texas insurance license or be actively pursuing licensure.
• Strong communication and interpersonal skills to build client relationships.

Responsibilities

• Schedule appointments with clients to review needs.
• Meet with clients to analyze financial information and make product recommendations.
• Provide ongoing service and support to clients to maintain relationships.

Skills

Licensed insurance agent

Job description

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.

Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path.

The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning.

Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service.