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New York Life Insurance Company · 23 hours ago

Financial Representative w/Fast Track to Management

DFW Metroplex

Full-time

Onsite

New Grad, Entry Level

$90K/yr - $120K/yr

New York Life Insurance Company is among the strongest and most respected financial companies in America today. They are seeking an eager financial advisor to help clients achieve their financial goals through various planning services and to grow into a Partner role.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Juan Pablo Aguirre Romero

Responsibilities

Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas

Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients

Maintain consistent quality customer service

Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Develop and deliver risk management strategies for each customer based on their risk profile

Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction

Qualification

Risk managementEstate planningInvestment managementSales experienceCommunicationInterpersonal skillsSelf-starterTeamwork

Required

Candidate must be an accomplished communicator with strong verbal and written skills

Go-getter mindset

Strong desire to help others

Preferred

Prior sales and/or business experience preferred but not necessary

It is also a plus if you have strong interpersonal management skills

Are a self-starter

Capable of working individually as well as in a team environment

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)