Financial Services Professional

18 hours ago


Dallas, Texas, United States New York Life DFW Full time
Job Overview

We are seeking a highly motivated and detail-oriented Entry-Level Financial Advisor to join our team at New York Life DFW. As a key member of our financial services team, you will be responsible for providing expert guidance to clients on investments, retirement planning, taxes, insurance, and other financial products.

Key Responsibilities
  • Analyze clients' financial objectives and develop personalized strategies to recommend suitable options
  • Implement sales strategies and tactics to maintain and grow customer portfolios
  • Listen, assist, and educate new and potential clients on insurance and investment plan options
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Maintain professional relationships with clients and provide excellent customer service
  • Stay up-to-date with industry protocols and policy changes to ensure compliance
  • Attend training and obtain relevant licenses in a timely manner
Requirements
  • High school diploma required
  • Basic computer skills and proficiency in Microsoft Office programs
  • Excellent communication, customer service, analytical, and interpersonal skills
  • Licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63
  • Demonstrate self-discipline in a hybrid work environment
About New York Life DFW

We are a leading financial services company with a strong reputation for excellence. Our company has earned the highest possible financial strength ratings from major rating agencies and has been recognized for its commitment to customer service and community involvement.

We offer a competitive compensation package, including a base salary of $75,000 - $95,000+, and opportunities for professional growth and development.



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