Financial Services Representative

Financial Services Representative NYL

• DFW Frisco, TX Job Details $75,000
• $90,000 a year 2 hours ago Qualifications Optimizing workflow processes Financial services customer support Customer relationship building Customer retention strategy Regulatory compliance Financial client presentations Mid-level Financial analysis Portfolio management advisory services Investment client management Industry trends Financial product expertise Financial concepts Customer relationship management Financial goal setting advisory services Financial needs assessment Meeting facilitation Financial services Financial regulatory compliance Customer satisfaction improvement Communication skills Full Job Description Join us as a Financial Services Representative at NYL•DFW, where your career growth is at the heart of everything we do.

You'll be part of a team recognized for its excellence in the insurance and financial services industry, with a commitment to building a strong financial future for both you and your clients. We offer comprehensive training, extensive resources, and continuous support to ensure you have everything you need to succeed. Here, you'll build trusted relationships and provide exceptional service, guiding your clients toward confident, secure financial futures. With our competitive compensation structure and clear paths for career advancement, you'll find opportunities to grow both personally and professionally. We value your success and encourage you to make a meaningful impact on others' lives. Let's work together to create a thriving financial future for you and your clients.

Compensation:

$75,000

• $90,000+ yearly

Responsibilities:

Build and nurture long-term relationships with clients, ensuring their financial needs are met with personalized solutions. Conduct comprehensive financial assessments to understand clients' goals and provide tailored advice. Collaborate with team members to develop innovative strategies that enhance client satisfaction and retention. Stay informed about industry trends and regulatory changes to offer up-to-date guidance and maintain compliance. Facilitate client meetings and presentations, clearly communicating complex financial concepts in an accessible manner. Utilize company resources and tools to streamline processes and improve service delivery. Proactively identify opportunities for clients to optimize their financial portfolios and achieve their objectives efficiently.

Qualifications:

Experience in financial services or a related field, with a focus on client relationship management. Ability to analyze complex financial data and provide clear, actionable advice to clients. Proven track record of building and maintaining long-term client relationships. Strong communication skills, with the ability to explain financial concepts in plain language. Familiarity with insurance products and investment solutions, ensuring tailored recommendations. Commitment to staying informed about industry trends and regulatory changes. Collaborative mindset, eager to work with team members to enhance client satisfaction and service delivery. About Company We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA).

Source:

Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.