Financial Services Professional

New York Life Insurance Company; Frisco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Company in Frisco, TX is seeking financial professionals who can build and grow their own practice while guiding clients through financial decisions, protection, retirement, and future planning.

The North Dallas General Office seeks individuals who value client relationships, collaboration, and long-term career growth, with opportunities for mentorship and ongoing training.

Qualifications

• Strong communication and relationship-building skills.
• Integrity, accountability, and a commitment to doing right by clients.
• Initiative, self-motivation, and a willingness to learn.
• The ability to work independently while contributing to a collaborative team environment.
• An interest in personal growth and long-term professional development.
• Experience in financial services, sales, education, management, business ownership, or other relationship-driven fields can be valuable, but is not required.

Responsibilities

• Build and maintain relationships with individuals, families, and business owners.
• Identify financial priorities and develop strategies for protection, retirement, and long-term goals.
• Participate in ongoing training, mentorship, and professional development.
• Collaborate with fellow professionals to share knowledge, ideas, and best practices.

Skills

Strong communication

Relationship-building

Integrity

Self-motivation

Team collaboration

Job description

For over 180 years, New York Life has helped individuals, families, and businesses build financial security through a commitment to long-term relationships, financial strength, and stability.

As a mutual company, New York Life operates for the benefit of its policy owners rather than outside shareholders, allowing for a long-term approach to serving clients.

About the Role

Financial professionals at New York Life have the ability to build and grow their own practices while helping clients navigate financial decisions, protect what matters most, and prepare for the future.

The North Dallas General Office is expanding with an emphasis on developing professionals who value client relationships, collaboration, and long-term career growth.

Both experienced financial advisors and individuals transitioning from other industries are encouraged to explore the role.

Responsibilities

• Build and maintain relationships with individuals, families, and business owners.
• Identify financial priorities and develop strategies for protection, retirement, and long-term goals.
• Participate in ongoing training, mentorship, and professional development.
• Collaborate with fellow professionals to share knowledge, ideas, and best practices.

Qualifications

Successful candidates will demonstrate:

• Strong communication and relationship-building skills.
• Integrity, accountability, and a commitment to doing right by clients.
• Initiative, self-motivation, and a willingness to learn.
• The ability to work independently while contributing to a collaborative team environment.
• An interest in personal growth and long-term professional development.

Experience in financial services, sales, education, management, business ownership, or other relationship-driven fields can be valuable, but is not required.

Next Steps

The focus is on building a team of professionals who take their responsibilities seriously, support one another, and are committed to building lasting client relationships.

Interested candidates are encouraged to connect directly to discuss professional backgrounds, career goals, and whether there's a mutual fit.