Financial Services Professional
New York Life - Dallas
Dallas, TX US
Posted ago
New York Life - Dallas

Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy and estate planning.


Responsibilities
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • A Bachelor’s degree in business administration, finance, or a related field is required
Compensation
$50,000 - $80,000
About New York Life - Dallas

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers.


As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

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