Financial Services Professional

Published on 04/02/2024New York Life Insurance Company - Dallas, TX
Full TimeFully on-sitePartial on-site


Job Overview: As a New York Life Financial Services Professional, you have the unique opportunity to be part of a prestigious and trusted organization that has been at the forefront of the insurance and financial services industry for over 175 years. As an integral member of our team, you will play a crucial role in helping individuals, families, and businesses achieve financial security, protect their assets, and plan for the future.

Through a comprehensive training program, mentorship, and access to resources, take control of your career path to move into a Financial Advisor role or into a Leadership role through our management development program within the first two years.


1. Relationship Building: Build and maintain meaningful relationships with clients, understanding their financial goals, aspirations, and concerns. Act as a trusted advisor, providing personalized solutions tailored to their unique needs.

2. Comprehensive Financial Analysis: Conduct in-depth financial assessments and needs analyses to determine appropriate insurance and financial solutions for clients. Utilize New York Life's extensive portfolio of products and services to offer comprehensive and customized recommendations.

3. Sales and Business Development: Generate leads, identify new prospects, and develop a robust network of referrals through proactive marketing and networking activities. Present and educate clients on the benefits and features of various insurance and financial products, helping them make informed decisions.

4. Client Service and Support: Provide exceptional customer service throughout the entire client journey, from initial contact to policy implementation and beyond. Offer ongoing support, address inquiries, and provide guidance to ensure clients' evolving needs are met.

5. Professional Development: Stay updated on industry trends, product knowledge, and regulatory changes through continuous learning and professional development opportunities. Embrace New York Life's training programs and leverage resources to enhance expertise and maintain a high level of professionalism.


Strong interpersonal skills with the ability to connect and build rapport with diverse clients

Excellent communication and presentation skills

Self-motivated, goal-oriented, and driven to succeed

Ability to work independently while also collaborating effectively within a team environment

High ethical standards and integrity

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