Inside Sales

NYL - West Houston Office • Houston, TX, US

Posted 1 year ago

Description

Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven inside sales representative ready to take the next step in their career. You’ll work on prospecting and persuading qualified leads further down the sales funnel. If you’re looking to maximize your earning potential, start your application today!

Responsibilities

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

What you'll do:

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

Update customer database regularly to provide the most up-to-date client information to the sales team
Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
Work within your specific geography to find new business opportunities
Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
Report on key performance and sales metrics on a monthly and quarterly basis to ensure sales goals are achieved

Qualifications

Good 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
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

Great time management, interpersonal, and communication skills, both written and verbal
High school diploma or equivalent required, college degree preferred
Must have a valid U.S. driver’s license and be able to travel by car
2+ years of experience in sales or a similar role
Understand the sales process and how to enter information into client databases

Compensation

$70,400 - $90,000/year

About NYL - West Houston Office

Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025.

As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.

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