Junior Financial Advisor: Start a Licensed Wealth Career

New York Life - Dallas; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

New York Life in Dallas is seeking a highly motivated life insurance agent to help clients achieve their financial goals through comprehensive insurance, annuities, and investment solutions.

You will compile clients’ financial information, propose personalized plans, build relationships, and grow your book of business. Training, licensing support, and a clear path for advancement are provided in a stable, long‑term career with a respected insurer.

Qualifications

• Excellent math, relationship, communication and customer service skills are crucial.
• Proven success as a financial planner or advisor is essential.
• Up-to-date knowledge of financial industry, products, and tax regulations.
• Willingness to obtain licensure and continue professional development.

Responsibilities

• Compile client financial information to determine goals and expectations.
• Aid clients in implementing financial recommendations (savings, insurance, funds).
• Prospect and establish relationships with new clients as trusted advisor.
• Research and propose strategies based on risk tolerance and objectives.
• Design customized financial plans for life changes and needs.
• Prospect and contact clients to discuss financial needs.
• Present solutions using our product suite to meet goals.
• Offer life insurance, annuities, securities, and investments for planning.
• Create and implement business and marketing plans to grow client base.
• Develop skills through NYL training; licensing support provided.
• Potential for growth within the company; manage schedule.
• This is a full-time position.

Skills

Math skills

Relationship skills

Communication skills

Customer service skills

Sales experience

Leadership

Integrity

Self-discipline

Motivation

Networking

Adaptability

Flexibility

Education

Bachelor's degree in finance, business administration, or related field

Job description

New York Life in Dallas is seeking a highly motivated life insurance agent to help clients achieve their financial goals through comprehensive insurance, annuities, and investment solutions.

You will compile clients’ financial information, propose personalized plans, build relationships, and grow your book of business. Training, licensing support, and a clear path for advancement are provided in a stable, long‑term career with a respected insurer.