Entry-Level Financial Professional Job Dallas area,Texas USA,Finance & Banking

About this position

Our mission
at New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them.

When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunities for promotion and development are a possibility, as New York Life tries to help agents flourish within their role.

Compensation:

$50,000 - $80,000 yearly

Responsibilities:

Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Design customized financial plans suitable for each client based on potential life changes and changing financial needs

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 the 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

Qualifications:

Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Proven success as a financial planner, personal financial advisor,…