New York Life is a respected financial services company that offers a comprehensive array of financial products and services. They are seeking motivated self-starters to build relationships with clients, develop business and marketing plans, and provide ongoing support to help clients achieve financial peace of mind.
Responsibilities
- Build relationships with clients beyond a financial/transnational basis
- Develop your professional skills and sales knowledge
- Develop and implement business and marketing plans
- Prospect for potential clients
- Schedule appointments and meet with clients
- Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Provide ongoing support to existing clients
Skills
- Organized, detail-oriented and excellent time management skills
- Strong sales, leadership and communication skills
- Ability to work in a team based environment
- Highly self-motivated and self-disciplined
- Sales Experience: 1 year (Required)
- Customer service: 1 year (Required)
- Ability to Relocate: San Antonio, TX: Relocate before starting work (Required)
- FINRA Series 6/63, Series 7 not required
- College Degree preferred
- Sales experience preferred
- Relationship building and networking abilities
- Life & Health Insurance License not required (company will pay for sponsorship)
- Previous Insurance sales industry experience not required
- Financial Industry background a plus
- Bilingual English/Spanish a plus but not required
Benefits
- Health/Dental/Life/Disability
- 401(k) plan after one year of service and Pension Plan
- Continuing education reimbursement, reimbursement for industry designations.
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.