Financial Professional

Financial Professional role with New York Life in Tyler, TX onsite with hybrid remote considerations, offering a salary range of USD 101,279 to 200,000 per year to support retirement planning, college savings, and risk management through a full suite of life insurance, annuities, and investment products.

Responsibilities

• Provide peace of mind to clients by guiding them through retirement planning and college savings, translating complex financial concepts into clear, actionable steps.
• Grow and retain clients through a mix of digital sales, prospecting, and marketing tools, including web content, social channels, and email campaigns.
• Develop tailored solutions using life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds; opportunities exist to specialize by partnering with Eagle Strategies LLC to offer wealth management, advisory services, estate planning strategies, and business solutions.

Technologies

• Customer relationship management (CRM) platform used to manage client relationships and workflows.

Benefits

• 401(k) with company matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Awards & Accolades

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Training & Recognition

• Training Magazine’s APEX Award for 2022

Diversity & Inclusion Recognitions

• Human Rights Campaign 2022 Corporate Equality Index
• Forbes 2022 America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

Client Impact & Scale

• 5.3 million lives protected across owners of individual life insurance and annuity policies
• $579 million lifetime annuity income paid
• $4.5 billion in living benefits awarded
• Over $1.2 trillion life insurance protection in force