Financial Sales Advisor

7 Days Old

Job Description

Job Description
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
Category:
Business

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