Finance Jobs in Tyler, TX

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1mo ago

Financial Professional

New York Life Tyler, TX

Tyler, TX

1mo ago Closed

$101k - $200k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 1, 2026).

Job Description

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

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