What are the responsibilities and job description for the Financial Services Representative position at NYL - DFW?
Step into the role of a Financial Services Representative with NYL - DFW, where your career growth is our top priority. You'll join a respected organization known for excellence in the insurance and financial industry. With our comprehensive training, extensive resources, and continuous support, you'll have everything you need to thrive. We're committed to helping you build strong, trusted relationships with your clients, guiding them toward confident, secure financial futures.
Here, you'll provide exceptional service, ensuring your clients receive the best guidance and solutions. Our competitive compensation structure and clear paths for career advancement empower you to grow both personally and professionally. You'll be part of a team that values your success and encourages you to make a meaningful impact in others' lives. Together, let's create a strong financial future for you and your clients.
Compensation:
$75,000 - $90,000 yearly
Responsibilities:
- Create and execute sales strategies to grow and manage customer portfolios effectively
- Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals
- Participate in required training sessions—both online and in person—to obtain and maintain necessary licenses
- Deliver exceptional customer service at every stage of the client relationship
Qualifications:
- Strong communication skills are essential for success in this role
- Must already hold, or be willing to obtain, a Life/Health insurance license
- Passion for helping others and making a positive impact
- Prior experience in sales or business is highly valued
- Comfort using CRM tools, especially Salesforce, is a plus
- Bilingual candidates are strongly encouraged to apply
About Company
We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA ), A.M. Best (A ), Moody's (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
Salary : $75,000 - $90,000