Account Executive - Account Manager

NYL • Houston, TX

1d

About The Position

We are seeking self-driven individuals willing to take opportunities to do different things and run their own business. The Financial Advisor has opportunities to step into a client’s life and help clients achieve their financial goals through a variety of ways to create a success plan. If you are ambitious, motivated by helping others while building your unlimited high-growth career for yourself, aiming for professional training/coaching, and a platform to succeed, this opportunity is a good fit for you. This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed

Requirements

• Excellent interpersonal and communication skills with a genuine client-first mindset
• Business-minded spirit with a strong drive for achievement, growth, and independence
• Strategic thinker with sound judgment, attention to detail, and strong analytical abilities

Nice To Haves

• Sales, customer service, or financial services experience is a plus — but not required
• Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory)
• Bilingual abilities are highly valued and a strong advantage

Responsibilities

• Proactively build and maintain strong client relationships through networking, referrals, and outreach
• Meet with clients to gather and analyze financial information, goals, and risk tolerance
• Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
• Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
• Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
• Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions

Benefits

• 401(k)
• Pension plan
• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Full training/coaching, Licensing, mentorship provided
• Commission pay
• Performance bonuses
• Growth-based income opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level