Sales and Wealth Management Specialist

6 days ago


Amarillo, Texas, United States New York Life - West Texas General Office Full time
Duties and Responsibilities

As a Sales and Wealth Management Specialist, you will be responsible for helping clients develop a long-term financial strategy to achieve their goals using a range of financial products and services, including life insurance, investments, annuities, and mutual funds.

You will work closely with clients to understand their needs and provide tailored solutions that meet their financial objectives. Your role will involve:

  • Meeting with clients to discuss their financial goals and objectives
  • Providing personalized advice and guidance on financial planning and wealth management strategies
  • Introducing clients to a range of financial products and services

We estimate the annual salary for this position to be around $110,000, based on industry standards and market conditions in West Texas. However, this figure can increase with experience and performance.



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