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 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: Please note that this is a sales position! 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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