Financial Services Representative

NYL - DFW; Frisco (TX); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial services company in Texas is seeking a Financial Services Representative to provide personalized financial advice and execute sales strategies. Candidates must possess strong communication skills and a willingness to obtain a Life/Health insurance license. Competitive compensation of $75,000 - $90,000+ yearly, along with robust career advancement opportunities, is offered.

Qualifications

• Must hold or be willing to obtain a Life/Health insurance license.
• Passion for helping others and making a positive impact.

Responsibilities

• Create and execute sales strategies to grow and manage customer portfolios.
• Provide personalized advice evaluating clients’ financial needs.
• Participate in training sessions to obtain and maintain necessary licenses.
• Deliver exceptional customer service at every stage of the client relationship.

Skills

Strong communication skills

Sales experience

CRM tools (Salesforce)

Bilingual

Job description

Join us as a Financial Services Representative, and you'll be part of a trusted team known for its strength and respect in the insurance industry. At NYL - DFW, we prioritize your growth and development, providing you with the tools and support to excel in your career. You'll have the opportunity to build meaningful relationships with clients, guiding them toward a secure financial future.

Our company is committed to customer service excellence, ensuring you can offer unparalleled service and advice. With a competitive compensation package and robust career advancement opportunities, we empower you to reach your full potential. Let’s work together to make a lasting impact in the world of financial services, where your contributions are valued and rewarded.

Responsibilities

• Create and execute sales strategies to grow and manage customer portfolios effectively
• Provide personalized advice by evaluating clients’ financial needs and priorities, presenting tailored plan options that fit their goals
• Participate in required training sessions—both online and in person—to obtain and maintain necessary licenses
• Deliver exceptional customer service at every stage of the client relationship

Qualifications

• Strong communication skills are essential for success in this role
• Must already hold, or be willing to obtain, a Life/Health insurance license
• Passion for helping others and making a positive impact
• Prior experience in sales or business is highly valued
• Comfort using CRM tools, especially Salesforce, is a plus
• Bilingual candidates are strongly encouraged to apply

Compensation

$75,000 - $90,000+ yearly

About NYL - DFW

We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

A promise to work with you to build a strong financial future for both you and your clients.