Inside Sales
$70,400–$90,000 year
On-siteHouston, Texas, United States
Job Summary
Proactively build and maintain strong client relationships through networking, referrals, and outreach to serve as their trusted financial advisor. Meet with clients to gather and analyze financial information, goals, and risk tolerance, then design personalized strategies for retirement planning, education funding, wealth protection, and estate planning. Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options. Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals while partnering with fellow New York Life professionals to deliver comprehensive, holistic financial solutions.
Required Qualifications
- Good interpersonal and communication skills with a genuine client-first mindset
- Business-minded spirit with a strong drive for achievement, growth, and independence
- Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
Desired Qualifications
- Sales, customer service, or financial services experience
- Bachelor's degree in business, finance, marketing, or related field
- Bilingual abilities
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