Entry-Level Financial AdvisorNYL - DFW • Frisco, TX, United States
[error_messages.no_longer_accepting]
Entry-Level Financial Advisor
NYL - DFW • Frisco, TX, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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
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 :
Preferred :
[job_alerts.create_a_job]
Financial Advisor • Frisco, TX, United States
[internal_linking.similar_jobs]
As a trusted partner in business development and strategic communication, we help organizations express their vision with precision and impact.
Our culture values professionalism, innovation, and co...[show_more]
LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...[show_more]
Job Description We are seeking people with great attitudes and a willingness to learn about financial services!.Training bonus Sponsored licenses Daily trainings Competitive commi...[show_more]
About The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier.
We combine modern tech, AI-assisted systems, and human connection to chang...[show_more]
We are seeking a motivated and goal-oriented Entry Level Sales Representative to join our remote team in the Financial Services industry.
As an Entry Level Sales Rep, you will be responsible for uti...[show_more]
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards.
Other responsibilities include : .Meeting with clie...[show_more]
New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy ...[show_more]
We are seeking a motivated, business-minded individual to join our team as an.Entry-Level Financial Consultant.This professional opportunity is ideal for mature, sharp, and outgoing candidates who ...[show_more]
Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? .Headway is here to help ...[show_more]
LifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals.
Whether you’re new to sales or already licensed, we p...[show_more]
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...[show_more]
Are you ready to break into sales and start a new career — all from the comfort of your home? We’re looking for.Life Insurance Sales Representatives.
Must be 18+ and authorized to work i...[show_more]
Alleviation is a leading provider of supplemental insurance products aimed at providing financial security and peace of mind to individuals and families.
We specialize in offering a range of insuran...[show_more]
Join Our Team at True North Group.Position : Sales Representative, Entry-Level.Number of Openings : 1 Territory Sales Position Available.
At True North Group, we believe great careers are built on rea...[show_more]
Are you ready to redefine your real estate career and join a trailblazing team at Regal Realtors? While the real estate industry may be slowing down elsewhere, we're sprinting ahead, setting ne...[show_more]
Entry-Level Sales Representative Make an Impact Helping Others.Commission + optional 6-week base draw.Full-Time | Independent Contractor.
Supplemental Insurance | B2B / Direct Sales.Our mission is s...[show_more]
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
Make a difference in a child’s life every single day.We have immediate openings to support families in need.We’re actively hiring kind, enthusiastic individuals who can start right away...[show_more]
Entry-Level Sales Representative
Nova Pacific • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Financial Representative- Entry Level
Symmetry Financial Group - The Delaney Agency • Dallas, TX, US
[filters.remote]
[job_card.full_time] +2
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Entry Level Financial Services
Primerica - Winchester, CA • Dallas, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Entry Level Sales Representative - 100% Commission
Strickland Group LLC • McKinney, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
REMOTE Entry Level Sales Rep
Reid Agency • McKinney, TX, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Financial Advisor / Planner - Wealth Management
American National Bank of Texas • McKinney, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Entry-Level Financial Professional
New York Life - Dallas • Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Entry-Level Financial Professional
KT Legacy Leadership Development • Dallas, TX, US
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Licensed Professional Counselor
Headway • McKinney, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Entry-Level Remote Sales Representative - (Full Training Provided)
Lifepro Recruitement • Frisco, TX, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Entry-Level Financial Advisor
NYL - DFW • Frisco, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Entry-Level Remote Sales
Wood Agency Life • McKinney, TX, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Entry Level Insurance Sales
Alleviation Enterprise LLC • Balch Springs, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Sales Representative Entry-Level
True North Group LLC. • Prosper, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Newly Licensed Real Estate Agent
Regal Realtors • McKinney, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Entry-Level Sales Representative - Make An Impact Helping Others
The Compass Business Group • Balch Springs, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)
Data Annotation • Lancaster, Texas
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Behavioral Health Technician (Entry-Level)
Action Behavior Centers • Frisco, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]