Financial Sales Advisor
New Today
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $77,000 - $91,000 at plan earnings
Responsibilities: Please note that this is a full-time sales position!
Build and maintain client relationships by providing personalized financial advice and solutions
Gather and assess clients’ financial information, goals, and risk tolerance
Develop custom strategies for retirement, education savings, wealth protection, and estate planning
Recommend a wide range of products, including life insurance, annuities, mutual funds, and more
Guide clients through plan execution and conduct regular reviews to adapt strategies as needed
Collaborate with other New York Life professionals to deliver holistic solutions
Qualifications:
Excellent interpersonal and communication skills with a client-first mindset
Business-minded spirit with a strong drive for success and independence
Strategic thinker with sound judgment, attention to detail, and analytical skills
Background in sales, customer service, or financial services is helpful but not required
A bachelor’s degree in business, finance, or marketing is preferred but not mandatory
Bilingual abilities are a strong plus
Must be willing to obtain a state Life & Health insurance license (training and sponsorship provided)
Benefits:
401(k)
Pension plan
Dental insurance
Flexible schedule
Health insurance
Licensing sponsors
Vision insurance
Compensation Package:
Bonus opportunities
Commission pay
About Company
Founded in 1845 , New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025 .
As a Fortune 100 company , we are recognized for our financial strength, long-term stability , and commitment to client service.
We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.
Benefits:
401(k) and pension plan
Medical, dental, & vision health coverage
Life & disability insurance
Bonuses & incentives
- Location:
- Houston
- Job Type:
- PartTime
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