Financial Services Professional

Job overview

The Financial Services Professional role is an onsite position in San Antonio, TX, with stated compensation of $50,000–$200,000 per year. New York Life’s mission is to provide financial security and peace of mind through insurance, annuity, and financial products and services. The professional helps clients identify financial goals and develop long-term strategies, which may include retirement, education funding, business succession, special needs, and estate planning. The role offers training, marketing support, prospecting and technical assistance, and mentoring while allowing the advisor to develop a practice.

What you'll do

• Help clients identify and pursue financial goals
• offer financial products and services through New York Life and its affiliates
• develop strategies that may address risk and asset management, retirement, education funding, business succession, special needs, legacy, and estate planning
• build a clientele with training and mentoring support.

What we're looking for

Skills & competencies

financial services professional

san antonio tx

new york life

$50k–$200k per year

financial planning

retirement planning

insurance

annuities

three-year training program

401(k) match

health insurance

commission pay

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching, dental, disability, flexible schedule, health, health savings account, life insurance, paid time off, parental leave, professional development assistance, retirement plan, tuition reimbursement, and vision insurance.

Why this role

The posting describes a three-year training program, marketing support, prospecting and technical assistance, and mentoring. Supplemental pay types include bonus and commission.

About the employer

New York Life Insurance Company is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.