Financial Professional Job at New York Life - West Texas General Office, Lubbock, TX

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  • New York Life - West Texas General Office
  • Lubbock, TX

Job Description

Job Description

Job Description

Must be located in West Texas

Company Overview

New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation.

Comprehensive Product Suite

Enhance client offerings with:

  • Life insurance, annuities, long-term care, and disability insurance
  • Investment solutions through NYLIFE Securities LLC (FINRA/SIPC)
  • Advisory services via Eagle Strategies LLC, a Registered Investment Adviser
  • Group health and business solutions through sponsored marketing agreements
  • Advanced Planning Group support for complex and high-net-worth cases

Growth and Support for Seasoned Professionals

We invest in your continued success:

  • No competition from internal teams—100% support
  • Specialization paths in advanced markets: retirement, estate, business, and wealth planning
  • Continuing education, study groups, mentorships, and peer collaboration
  • Incentive programs, recognition, and development trips for top producers

Compensation and Benefits

Your income reflects your performance:

  • In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $1.68M
  • Full-time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension

If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today!

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity

Compensation:

$115,000+ at plan

Responsibilities:
  • Develop and implement comprehensive financial plans tailored to clients' needs and goals.
  • Conduct a thorough financial analysis and provide insights on investment management and cash flow.
  • Advise clients on estate planning, tax strategies, and wealth management options.
  • Utilize financial software to track and manage client portfolios effectively.
  • Build and maintain strong customer relationships through excellent communication and service.
  • Stay updated on financial regulations and market trends to provide informed advice.
Qualifications:

Requirements:

  • Bachelor's degree in finance, business, or a related field is preferred.
  • Strong understanding of financial concepts and investment strategies.
  • Proven sales experience with a focus on customer service excellence.
  • Ability to analyze financial data and provide actionable insights.
  • Excellent communication skills, both verbal and written.
  • Familiarity with financial software tools is a plus.
About Company

New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.

  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Tags

Full time,

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