Business Development Representative - BDR
NYL - West Houston Office5 months ago
Houston, TX, United States
Hybrid
Full-time
Junior Level (1-3 years)
Job Description
At New York Life
you won’t just start a job — you’ll launch an unlimited, high-growth career.
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
Benefits:
- 401(k)
- Pension plan
- Health insurance
- Dental insurance
- Vision insurance
- Flexible schedule
- Full training/coaching and licensing sponsorship provided.
Compensation:
$70,000 - $120,000 yearly
Responsibilities:
- Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions
- Proactively reach out to potential clients through networking, referrals, and lead generation activities to expand the client base
- Conduct comprehensive needs assessments to identify clients' financial goals and recommend appropriate insurance products
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Collaborate with team members to share insights and strategies for achieving sales targets and enhancing client satisfaction
- Stay informed about industry trends and product offerings to provide clients with the most up-to-date information and advice
- Utilize New York Life's financial planning tools to create personalized insurance plans that align with clients' long-term objectives
- Participate in ongoing training and professional development opportunities to enhance your skills and advance your career within the company
Qualifications:
We’re looking for individuals who are:
- 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
Additional Qualifications:
- Bilingual abilities are a plus
- Sales or financial services experience is helpful, but not required
- Bachelor’s degree preferred (not mandatory)
- Willing to obtain a state Life & Health license (training/licensing sponsored)
About Company
Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It's 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.
Required Skills
Lead Generation
Sales
Team Collaboration
Financial Planning
Relationship Building
Client Needs Assessment
Communication
Networking