Entry-Level Financial Professional
$50,000–$80,000 year
On-siteDallas, Texas, United States
Job Summary
Prospect and contact potential clients to discuss their financial needs, then present a suite of life insurance, annuities, and investment solutions to help individuals and businesses achieve their goals. Create and implement business and marketing plans to expand the client base while developing professional skills through the New York Life training curriculum. Obtain optional licenses for securities products and manage your schedule and calendar as you guide clients toward personalized financial strategies. This full-time position offers opportunities for promotion and development within a stable, industry-leading company focused on long-term stewardship.
Required Qualifications
- Must possess uncompromising integrity
- Willingness to obtain licensure, if necessary
- Flexibility
Desired Qualifications
- Sales experience preferred with a growth mindset
- Strong business acumen
- Excellent communication skills, both written and verbal, to communicate complex skills
- Motivated and driven personality
- Self-disciplined
- Strong leadership skills
- Ability to adapt to changing needs
- Innovative and self-driven
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