Financial Services Representative

7 days ago

Frisco, United States NYL - DFW Full time

Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL – DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive.In this role, you’ll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way.We offer a competitive compensation structure along with clear opportunities for career advancement—giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let’s build something great together.Compensation:$75,000 - $90,000+ yearlyResponsibilities:Create and execute sales strategies to grow and manage customer portfolios effectivelyProvide personalized advice by evaluating clients’ financial needs and priorities, presenting tailored plan options that fit their goalsParticipate in required training sessions—both online and in person—to obtain and maintain necessary licensesDeliver exceptional customer service at every stage of the client relationshipQualifications:Strong communication skills are essential for success in this roleMust already hold, or be willing to obtain, a Life/Health insurance licensePassion for helping others and making a positive impactPrior experience in sales or business is highly valuedComfort using CRM tools, especially Salesforce, is a plusBilingual candidates are strongly encouraged to applyAbout CompanyWe are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.A promise to work with you to build a strong financial future for both you and your clients.

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