Financial Advisor with Sales Background
Barr District - New York Life
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Brooks Barr, Partner:
- Time with New York Life: 8 years of leadership and development within the organization.
- Previous Experience: Background in teaching and coaching, bringing mentorship and team-building experience into financial services.
- Passionate About: Spending time with family, following the Texas Rangers, college football, and being active in church.
- Time with New York Life: 8 years of experience serving clients and growing his practice.
- Previous Experience: Worked in an Allstate office, gaining foundational experience in insurance and client service.
- Passionate About: Coaching rugby, spending time with family, and traveling.
- Time with New York Life: 1 year of building his career in financial services.
- Previous Experience: Worked in a call center at TIAA, developing strong client communication and service skills.
- Passionate About: Spending time with family, cruising, playing pickleball, and giving back to the community.
- Time with New York Life: 2 years of developing his practice and client relationships.
- Previous Experience: Worked in the restaurant industry waiting tables, building strong interpersonal and customer service skills.
- Passionate About: Securing his family’s future, working out, and spending time with loved ones.
- Have prior sales, management, or business development experience. We invest heavily in training and development.
- Have previously run your own business
- Hold an MBA or other advanced degree
- Ambitious, competitive, and results-driven
- Coachable and growth-minded
- Natural leaders or aspiring leaders
- Comfortable being accountable for outcomes
- Motivated by building and leading others
- Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
- 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
- Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
- Compensation: This is a commission-based sales position. Compensation is tied to individual production and may vary based on performance.
- Career Growth: Access to industry-leading training, certifications, and career development resources.
- Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
- Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.
Flexible work from home options available.
Vacancy posted a month ago
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