Financial Professional

In Nacogdoches, Texas, this hybrid Financial Professional role with New York Life Insurance Company centers on helping individuals, families, and small businesses improve their financial well-being. It operates on a commission-based model with training support and leverages digital tools to attract and serve clients over the long term. The position offers an annual salary of USD 120,555.

Responsibilities

• Provide peace of mind to clients while helping them navigate retirement planning and saving for college.
• Develop financial solutions with clients to help them and their families achieve financial goals.
• Specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.
• Attract and retain clients using a suite of digital sales, prospecting, and marketing tools, including web, social, and email content.
• Provide a range of products and solutions (life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds) to help clients achieve their financial goals.

Requirements

• Competitive mindset
• Entrepreneurial drive
• Coachable attitude
• Strong communication skills
• Self-discipline
• Authenticity

Technologies

• CRM

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 401(k)
• 401(k) matching
• Pension
• Flexible schedule

Recognition

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women