Sales Manager – Financial Services
Location: FRISCO, TX
Job Type: fulltime
Company: New York Life
Salary: $50000.0 - $100000.0 per year
Category: Business Development
Job Description Apply Now
The role of Sales Manager – Financial Services presents an exceptional opportunity to advance your career within the insurance and financial services sector. As a member of New York Life, you will play a pivotal part in helping clients achieve their financial goals through tailored insurance and investment solutions. This full-time position is designed for professionals who are highly motivated and eager to build a lasting impact in the community by developing meaningful client relationships and providing valuable financial guidance.
New York Life is renowned for its strong presence in the financial industry, consistently ranked among the Fortune 100, and recognized for its outstanding financial strength ratings. As a Sales Manager – Financial Services, you will benefit from a robust support network, industry-leading training, and a culture that values integrity, innovation, and personal growth. The organization’s commitment to excellence extends to its employees, offering comprehensive resources to foster professional success and ongoing learning.
This role welcomes candidates from diverse backgrounds, including education, coaching, athletics, military, finance, banking, mortgage, real estate, and more. No prior experience in insurance or financial sales is required, as New York Life provides comprehensive training and mentorship to set you on the path to success. If you possess a strong entrepreneurial spirit, a commitment to ethical practice, and a desire to make a positive difference, this opportunity is an ideal next step in your career.
As a Sales Manager – Financial Services, you will have the autonomy to set your own pace, develop your client base, and expand your business. The flexible schedule and supportive environment enable you to balance your professional ambitions with personal priorities. The company’s inclusive culture and focus on community involvement create a dynamic workplace where your contributions are valued and recognized.
New York Life’s comprehensive benefits package, continuing education support, and defined career advancement pathways distinguish this opportunity from others in the industry. With access to NYLIC University’s respected training programs and the potential for advancement into management, partner, or specialized consultant roles, your professional journey is both supported and limitless. Join New York Life and become part of a legacy of trust, service, and leadership in financial services. Take the next step in your career by clicking the application button to apply today.
Sales Manager – Financial Services Summary- Full-time leadership opportunity in the insurance and financial services industry
- Work with New York Life, a Fortune 100 company with a reputation for excellence
- Build your own client base and insurance and financial business
- Receive comprehensive training and ongoing professional development
- Advance your career through clearly defined pathways into management and specialized roles
- Develop and manage relationships with individual and business clients to identify their insurance and financial needs
- Provide personalized financial advice and insurance solutions, including life, health, and disability insurance products
- Educate clients on various financial strategies, investment options, and risk management
- Conduct prospecting activities and participate in community engagement initiatives to grow your network
- Utilize company resources and marketing support to establish and grow your business
- Adhere to all regulatory requirements and ethical standards set forth by New York Life and industry authorities
- Participate in ongoing training and professional development through NYLIC University
- Track and achieve sales goals while maintaining a focus on client satisfaction and retention
- Maintain detailed and organized records of client interactions and transactions
- Competitive compensation structure with significant earning potential
- Comprehensive benefits package including health, dental, life, and disability insurance from day one
- 401(k) plan and pension plan eligibility after one year of service
- Continuing education reimbursement and support for industry designations
- Exclusive discounts from major wireless carriers and local partners (such as gym memberships)
- Opportunities for career advancement into management, partner, or specialized consultant roles after two years of success
- Four-year college degree preferred, but not required
- Entrepreneurial spirit and self-motivated attitude are essential
- Life and Health Insurance License or Series 6 License preferred, but not required
- Previous sales experience is an advantage
- Strong organizational and time-management skills
- Excellent communication and interpersonal abilities
- Commitment to continuous learning and professional growth
- Ability to work independently with minimal supervision
- Outstanding character, integrity, and community-minded approach
- Driven, self-disciplined, and accountable for results
- Outgoing and personable, with a talent for building relationships
- Detail-oriented and highly organized
- Competitive spirit with a strong desire to succeed
- Excellent listener with the ability to explain complex information clearly
- Passionate about making a positive impact in the community
- Flexible and adaptable to changing client needs and industry trends
- New York Life is consistently recognized for its financial strength and stability by the major ratings agencies
- Industry-leading training provided by NYLIC University
- After two years, eligible professionals can pursue advanced roles in management, recruiting, marketing, or training
- Inclusive company culture focused on professional excellence and community service
- Applicants must comply with all legal and regulatory requirements for insurance and financial services professionals
- *Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency
Take charge of your career and join a team that values your ambition, integrity, and dedication. Click the application button to apply for the Sales Manager – Financial Services position and start building your future with New York Life!