Job Description

Are you looking for a sales position in Houston, Texas with New York Life as a Financial Advisor? Start a fulfilling career with comprehensive training in marketing, client communication, and engagement. - Benefit from the assistance of a dedicated sales team and various opportunities for career growth. - Help clients reach their financial objectives with the backing of New York Life's unwavering support. - Join us on a rewarding professional journey as a Financial Advisor in Houston, Texas. Responsibilities: Please note, this is a sales position! • Collaborate with clients to evaluate their long-term financial objectives, retirement aspirations, and risk tolerance, creating personalized financial strategies. • Utilize a comprehensive understanding of advanced insurance products, retirement accounts, and investment opportunities to support clients in making informed financial decisions. • Recommend appropriate products and solutions from New York Life's extensive portfolio, including life insurance, annuities, and investment options, with clear and detailed explanations. • Implement strategic methods for client acquisition by cultivating high-quality leads, fostering relationships through networking, and engaging with the community. • Assist clients throughout the policy application process, ensuring accuracy in paperwork and adherence to industry standards. • Offer continuous support by conducting regular reviews and refining strategies to meet clients’ changing financial needs. • Collaborate with New York Life specialists, underwriters, and financial advisors to provide comprehensive financial solutions. • Maintain the highest ethical standards and ensure strict compliance with legal, regulatory, and company policies to uphold trust and professionalism. Qualifications: Please note, this is a sales position!• Extensive experience in the financial services industry, with a focus on life insurance, retirement planning, wealth management, and investment products. • Possession of a valid state Life & Health insurance license; additional credentials such as Series SIE, Series 6, or Series 7 licenses (for securities) are highly desirable. • Deep expertise in complex financial products, including life insurance, annuities, investments, and retirement planning solutions. • Skilled in evaluating clients' financial circumstances and risk tolerance to recommend tailored solutions aligned with their long-term objectives. • Demonstrated success in building and sustaining long-term relationships with high-net-worth individuals, business owners, and families. • Strong sales acumen with proven ability to prospect, acquire, and retain clients through networking, referrals, and lead generation strategies. • Exceptional verbal and written communication skills, capable of simplifying and conveying complex financial concepts to clients clearly and effectively. • Committed to upholding high ethical standards and ensuring full compliance with all industry regulations and guidelines. • Highly motivated self-starter with a strong focus on achieving personal and professional goals, able to thrive in an independent, results-driven environment. • Proficient in collaborating with New York Life professionals, including financial advisors, underwriters, and support teams, to deliver integrated financial solutions. • Dedicated to continuous professional development, staying informed on financial trends, regulatory updates, and New York Life’s evolving product offerings. About Company: Established in 1845, New York Life is one of the largest mutual life insurance companies in the U.S., renowned for its financial strength, stability, and unwavering commitment to policyholders. The company provides a range of services including life insurance, annuities, retirement planning, and investment solutions, helping individuals, families, and businesses achieve their financial objectives. With a focus on ethical practices and exceptional customer service, New York Life also promotes professional development and a collaborative work environment, maintaining its long-standing reputation for reliability and excellence for nearly two centuries.

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