Financial Services Professional

New York Life Insurance Co.; Frisco (TX); Hybrid; USD 55,000 - 75,000; Full time

Job summary

New York Life Insurance Company is seeking a Financial Services Professional for a full-time hybrid role in Frisco, TX. You will work with clients to develop customized financial plans and provide ongoing support to help them reach their financial goals.

Qualifications include strong communication and interpersonal skills, a proactive work ethic, and the ability to obtain required FINRA and state licenses within a few months. A finance or business degree is preferred.

Qualifications

• Excellent communication, interpersonal, and problem-solving skills.
• Strong work ethic and self-motivation.
• Prior experience in financial services or sales is a plus but not required.
• Ability to obtain required licensure within first few months of employment.
• Bachelor's degree in finance, business, or related field preferred.

Responsibilities

• Provide customized financial planning to clients.
• Collaborate with clients to tailor financial strategies.
• Provide ongoing support to help clients achieve financial goals.

Skills

Communication skills

Interpersonal skills

Problem-solving

Self-motivation

Strong work ethic

Education

Bachelor's degree in finance or business

Tools

FINRA Series 6/7

Life & health insurance license

Job description

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. Our culture of giving and volunteerism is supported by our own New York Life Foundation, and we are committed to improving local communities. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.

Role Description

This is a full-time hybrid role for a Financial Services Professional with flexibility for remote work, located in Frisco, TX. In this role, you will collaborate with clients to provide them with customized financial planning. You will be responsible for helping individuals and businesses create financial strategies tailored to their unique needs, and provide ongoing support to help them achieve their financial goals.

Qualifications

• Excellent communication, interpersonal, and problem-solving skills
• Strong work ethic and self-motivation
• Prior experience in financial services or sales is a plus but not required
• Ability to obtain required licensure (FINRA Series 6 or 7, state life and health insurance license) within first few months of employment
• Bachelor's degree in finance, business, or related field is preferred
• Commitment to delivering exceptional customer service, and helping clients achieve financial security and peace of mind