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Financial Advisor
Financial AdvisorNew York Life • Houston, TX, United States
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Financial Advisor

Financial Advisor

New York Life • Houston, TX, United States
7 days ago
Job type
  • Full-time
Job description

Join a Legacy of Impact — Become a Financial Advisor with New York Life Are you driven to help others achieve financial security and success? At New York Life, we don’t just offer careers — we build legacies. As one of the most respected names in the financial industry for over 180 years, we empower you to make a lasting difference in people’s lives while creating a rewarding future for yourself. What You’ll Do :

  • Build meaningful, long-term relationships with clients.
  • Help individuals and families achieve financial independence and peace of mind.
  • Receive world-class training, mentorship, and support from one of the most trusted companies in America. What We Offer :
  • A comprehensive training program designed to help you succeed — even if you’re new to the industry.
  • Competitive compensation and performance-based incentives.
  • Career advancement opportunities and leadership development.
  • A culture built on integrity, mutual respect, and success. Responsibilities :
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
  • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders Qualifications :
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • Basic computer skills including proficiency with Microsoft Office suite is required
  • Working knowledge of accounting and sales lead software is a plus
  • High school diploma required; bachelor’s degree a plus
  • Bilingual is a plus
  • Business-minded spirit
  • Previous sales experience is preferred, but not mandatory
  • Willing to obtain Life & Health license (sponsorship provided) Compensation : $60,000 - $150,000 at plan earnings
  • Collaborate with team members and mentors to leverage expert knowledge, best strategies, and continuously grow

Compensation :

$60,000-$150,000 per year

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Financial Advisor • Houston, TX, United States

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