Life Insurance & Wealth Planning Advisor

New York Life; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Professional training

Expert field consultants

Home-Office support

Digital sales tools

Marketing tools

Conferences

Job summary

New York Life in Dallas, TX seeks a results-driven insurance and financial professional. You will prospect, educate clients, and present a suite of solutions including life insurance, annuities, and wealth planning products to meet financial goals.

Join a long-standing company offering professional training, expert field consultants, and robust marketing support to help you grow a meaningful client base. This full-time role emphasizes integrity, leadership, and adaptability.

Qualifications

• Sales experience preferred with a growth mindset.
• Strong business acumen.
• Must possess uncompromising integrity.
• Ability to engage your community and leverage personal networks and contacts
• Excellent communication skills both written and verbal to communicate complex skills
• Self-disciplined
• Willingness to obtain licensure, if necessary
• Strong leadership skills
• Adapt to changing needs with innovative thinking
• Flexibility

Responsibilities

• Prospect and contact potential clients to discuss their financial needs and concerns
• Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
• Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
• Create and implement business and marketing plans that will expand your client base
• Develop your professional skills and knowledge through the New York Life training curriculum
• Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning
• Potential for growth within the company
• Manage schedule and calendar
• This is a full-time position

Skills

Sales experience

Business acumen

Integrity

Community engagement

Communication skills

Self-discipline

Licensure willingness

Leadership skills

Adaptability

Innovative mindset

Flexibility

Job description

New York Life in Dallas, TX seeks a results-driven insurance and financial professional. You will prospect, educate clients, and present a suite of solutions including life insurance, annuities, and wealth planning products to meet financial goals.

Join a long-standing company offering professional training, expert field consultants, and robust marketing support to help you grow a meaningful client base. This full-time role emphasizes integrity, leadership, and adaptability.