Financial Services Professional

2 weeks ago


Frisco, United States New York Life Full time
Job DescriptionJob Description

Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic


If the answer is yes, consider becoming an insurance agent to drive 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 multifaceted 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 get rewarded and acknowledged 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 services,2 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. In 2021, the average income
of our agents under the N8 and N9 Agent’s Contract who met
annual minimum sales production requirements was $124,000.3
Individual agent performance will determine your income.
Benefits include medical, dental, vision, life, and disability
insurance, as well as 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
of our clients.
Awards & Accolades...
We’re proud of our financial strength.5
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Company DescriptionAbout 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 of 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)Company DescriptionAbout New York Life...\r
\r
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 of our clients.\r
\r
Awards & Accolades...\r
We’re proud of our financial strength.\r
• A++ Superior (A.M. Best)\r
• AAA Exceptionally Strong (Fitch)\r
• Aaa Exceptional (Moody’s)\r
• AA+ Very Strong (Standard & Poor’s)

  • Frisco, United States New York Life Full time

    **Take command of your career with New York Life.** You’ve served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and...


  • Frisco, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...


  • Frisco, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...


  • Frisco, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Registered, Financial Advisor, Client Relations, Customer Service, Retail


  • Frisco, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you· Entrepreneurial mindset· Community oriented· Communication skillsResponsibilities· Work with...


  • Frisco, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you· Entrepreneurial mindset· Community oriented· Communication skillsResponsibilities· Work with...


  • Frisco, United States RIT Solutions, Inc. Full time

    Job Description - Job Title : Senior Data Analytics Specialist - Financial Services Location: : Los Angeles, Ca or Orange County, CA 2-3 days a week onsite Duration: 6+ Months Visa: USC , GC MOI: Skype Client: KPMG **Please share visa copy and DL along with the submission** • Financial Background • Good Communication • LinkedIn Local...


  • Frisco, United States KidStrong Full time

    Job DescriptionJob DescriptionAre you looking for that workplace where you can be part of a fun, energetic, and professional team that loves what they do? Our corporate office is rapidly growing and we are looking for an experienced Chief Financial Officer to lead our Finance and Accounting team.WHAT IS KIDSTRONG?KidStrong is a science-based kids training...


  • Frisco, United States KIDStrong Enterprises LLC Full time

    Are you looking for that workplace where you can be part of a fun, energetic, and professional team that loves what they do? Our corporate office is rapidly growing and we are looking for an experienced Chief Financial Officer to lead our Finance and Accounting team. WHAT IS KIDSTRONG? KidStrong is a science-based kids training program designed to help...


  • Frisco, United States Fortinet Full time

    Sr. Channel Finance Analyst: Fortinet is looking to hire a dynamic, highly motivated Sr. Finance Analyst to join the WW Sales Finance team. The successful candidate will be forward thinking and care deeply about continually improving the teams' assessment of Fortinet's channel investment decisions. As part of this group, you'll play an integral role in...


  • Frisco, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Frisco, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Frisco, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Frisco, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Frisco, United States Northwestern Mutual Full time

    As a Northwestern Mutual Financial Representative: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools,...


  • Frisco, United States Southside Bank Full time

    Job DescriptionJob DescriptionPosition Title: Financial Advisor Securities Exempt Status: Exempt, Full TimeReports to: SVP, Program ManagerLocation:Dallas/Fort WorthBenefits:Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment401(k) with a Match Basic,...


  • Frisco, United States Frost Bank Full time

    Job Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...


  • Frisco, United States Raymond James Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...


  • Frisco, United States Raymond James Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...


  • Frisco, United States Baker Tilly Virchow Krause Full time

    We are currently searching for a Senior Consultant to join our Corporate Finance and Forensics practice within our Transaction and Financial Advisory team. Our practice helps CF - Os, Controllers, and Finance Directors improve the financial reporting Accounting, Finance, Consultant, Advisor, Client Service, Financial Advisor, Banking