Financial Consultant

New York Life - Houston General Office
Houston, TX, US
$77K-$100K a year
Full-time

Job Description

Job Description

Our firm is growing quickly and we’re seeking a new Entry-Level Financial Consultant to join our team. The ideal candidate will be enthusiastic about learning the essentials of financial services for effective wealth management and helping clients reach their financial goals.

Key qualities include strong communication skills, excellent math and analytical abilities, and sound decision-making. If this describes you, apply today!

Compensation :

$77,000 - $100,000 yearly

Responsibilities :

  • Master New York Life’s insurance products and effectively communicate their benefits to clients.
  • Present proposals, explain policy details and assist with applications, focusing on sales.
  • Offer ongoing support, including policy reviews and updates, to meet clients' financial needs.
  • Network, attend events, and leverage connections to prospect and generate new business.
  • Enhance your knowledge of insurance products and sales techniques through New York Life’s training and development programs.

Qualifications :

  • Focus on building long-term client relationships by understanding their needs and offering personalized solutions.
  • A degree in finance or related fields is helpful but not required; experience in sales, customer service, or financial services is valued.
  • New York Life's license sponsorship program helps candidates obtain the necessary licenses to become Financial Consultants.

For details, contact New York Life directly.

About Company

With a rich history of over 175 years, New York Life stands as a top mutual life insurance company in the U.S., dedicated to delivering financial security and stability to its policyholders.

As a prestigious organization, New York Life offers rewarding career opportunities. Its strong values, focus on employee development, and commitment to improving policyholders' lives foster an environment that supports both personal and professional growth.

5 days ago
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