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Entry-Level Financial Advisor
Entry-Level Financial AdvisorNYL - DFW • Frisco, TX, United States
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Entry-Level Financial Advisor

Entry-Level Financial Advisor

NYL - DFW • Frisco, TX, United States
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  • [job_card.full_time]
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Description

Join our team as an Entry-Level Financial Advisor and embark on a journey to grow your career in the insurance industry with one of the most respected financial companies today. At NYL - DFW, we are committed to empowering you with the tools and support you need to build a strong financial future for yourself and your clients. As part of our inclusive and collaborative culture, you'll engage with a diverse community of professionals dedicated to customer service excellence. We'll invest in your development through robust career advancement opportunities, ensuring you have the skills to succeed.

With competitive compensation packages and a commitment to your growth, you'll find a fulfilling career path with us. Let's work together to shape the future of financial advising and make a positive impact in the lives of those we serve.

Responsibilities

  • Maintain accurate CRM records and sales data to track progress toward monthly and quarterly goals
  • Apply effective sales strategies to grow and retain client portfolios
  • Assess clients' financial needs and recommend tailored insurance and investment solutions
  • Create customized risk management plans based on each client's profile
  • Build strong client relationships through consistent, high-quality service
  • Stay current on industry regulations, policy updates, and continuing education requirements
  • Attend training and obtain relevant licenses in a timely manner
  • Consistent communication with the leadership team

Qualifications

Required :

  • High school diploma (or equivalent)
  • Basic computer proficiency, including Microsoft Office and email
  • Strong communication, customer service, analytical, and interpersonal skills
  • Must hold or be willing to obtain a Life / Health insurance license, SIE, Series 6, and Series 63
  • Proven ability to stay motivated and self-disciplined in a hybrid work environment

    • Preferred :

  • Bachelor's degree
  • Experience using CRM or sales lead management software
  • Background in direct sales is a plus
  • Comfortable using Zoom and other virtual meeting platforms
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