Financial Services Representative

Nyl•Frisco, TX

16d

About The Position

Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL – DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive. In this role, you’ll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way. We offer a competitive compensation structure along with clear opportunities for career advancement—giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let’s build something great together.

Requirements

Strong communication skills are essential for success in this role
Must already hold, or be willing to obtain, a Life/Health insurance license
Passion for helping others and making a positive impact

Nice To Haves

Prior experience in sales or business is highly valued
Comfort using CRM tools, especially Salesforce, is a plus
Bilingual candidates are strongly encouraged to apply

Responsibilities

Create and execute sales strategies to grow and manage customer portfolios effectively
Provide personalized advice by evaluating clients’ financial needs and priorities, presenting tailored plan options that fit their goals
Participate in required training sessions—both online and in person—to obtain and maintain necessary licenses
Deliver exceptional customer service at every stage of the client relationship