Sales Representative - Financial Services

NYL•Houston, TX

About The Position

Sales Representative – Build Your Career With Purpose At New York Life , you won’t just start a job — you’ll launch a career with unlimited growth potential. Backed by over 180 years of strength and stability, New York Life provides the training, mentorship, and professional platform to help you build confidence, credibility, and long-term success in financial services. If you're ambitious, people-oriented, and ready to grow, this is your opportunity. What You’ll Gain: Industry-leading training and one-on-one mentorship A clearly defined career path with advancement into leadership opportunities Access to powerful financial planning tools and resources A purpose-driven culture centered on making a meaningful impact Performance-based bonuses and recognition opportunities The ability to build your own client base and professional reputation

Requirements

Passionate about helping others succeed financially
Business-minded and results-driven
Strong communicators with excellent relationship-building skills
Interested in long-term growth and potential leadership opportunities
Self-disciplined, goal-oriented, and resilient
Committed to continuous learning and development
Comfortable working independently and within a team
Willing to obtain a state Life & Health license (training provided)

Nice To Haves

Bilingual abilities are a plus
Sales or financial services experience is helpful, but not required
Bachelor’s degree preferred (not mandatory)

Responsibilities

Build and maintain strong client relationships through networking and referrals
Meet with clients to understand their financial goals and recommend tailored strategies
Develop personalized financial plans aligned with client needs
Conduct regular plan reviews to ensure continued progress and satisfaction
Stay current on industry trends, products, and regulations
Collaborate with team members to enhance client service
Participate in ongoing training to sharpen your expertise