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Entry Level Financial Professional

Company: New York Life - Dallas
Location: Dallas
Posted on: November 26, 2022

Job Description:

Are you a leader who has the following traits?

--- Competitive
--- Entrepreneurial
--- Coachable
--- Communicative
--- Self-disciplined
--- Authentic

If yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also be rewarded with sales incentives and professional development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you:
You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, the average income in 2020 was $91,351.3 Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and pension.4
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Awards Accolades...
We're proud of our financial strength

--- A++ Superior (A.M. Best)
--- AAA Exceptionally Strong (Fitch)
--- Aaa Exceptional (Moody's)
--- AA+ Very Strong (Standard Poor's)

We're proud of our position in the industry.6
New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine7
Training Magazine's Training Top 100 for 20218
We're proud to be recognized by organizations that also value diversity.
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
Latino Leaders 2022 Best Companies for Latinos to Work
We're proud of the help we've provided and continue to provide our clients.9
5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
$938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
$4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.10
---New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Offered by properly licensed Registered Representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life Company.
Wealth Management and advisory services are offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
Based on 2020 Company data. Actual income and compensation are not guaranteed and depend on a number of factors, including the individual sales results and contract type of each agent. The historical income figures shown above do not take into account agent authorized expenses that can reduce the compensation payments an agent receives.
New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard Poor's AA+ (as of 6/22/2022).
Full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
Source: https://www.chieflearningofficer.com/2021/04/27/chief-learning-officer-reveals-2021-learningelite-award-recipients/In order to qualify for Learning Elite status, organizations that choose to apply must succeed in scoring above the qualifying benchmark in five key performance areas that are core to LD: learning strategy, leadership commitment, learning execution, learning impact and business performance results.
Source: Training Magazine https://trainingmag.com/training-magazine-announces-2021-training-top-100-winners/
All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation for the 12 months ending December 31, 2021.
10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries
at a given time. The company's individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
AR10511A.062022 SMRU1900838 (Exp.09.30.2022)


Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
--- 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 your 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


Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Requires a Bachelor's degree in finance, business administration, or related field
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
--- Sales experience preferred with a growth mindset
--- Strong business acumen
--- Must possess uncompromising integrity
--- Ability to engage your community and leverage personal networks and contacts
--- Excellent communication skills both written and verbal to communicate complex skills
--- Motivated and driven personality
--- Self-disciplined
--- Willingness to obtain licensure, if necessary
--- Strong leadership skills
--- Ability to adapt to changing needs
--- Innovative and self-driven
--- Flexibility

About Company:
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers.

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Keywords: New York Life - Dallas, Dallas , Entry Level Financial Professional, Accounting, Auditing , Dallas, Texas

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