Description:
Financial Service Professional in Lafayette, LA, US
Role focuses on building client relationships and guiding them toward their financial goals.
Agents help clients prepare for unexpected life events and secure their financial future.
Opportunity for a fulfilling career with a reputable company prioritizing customer satisfaction.
Key responsibilities include understanding client needs, providing financial education, and promoting tailored financial solutions.
Agents develop their practice by expanding professional networks and acquiring new clients.
Qualities sought in candidates include sales experience, strong communication skills, and a desire to support families and businesses in financial planning.
New York Life is a top financial company with a long-standing reputation for excellence and financial strength.
Equal employment opportunities at New York Life Insurance Company.
Compensation:$75,854 - $487,019 yearly
Responsibilities:- Establish and maintain strong, enduring relationships with clients in Lafayette, LA to secure their financial future
- Tailor financial solutions by utilizing a range of insurance and investment products from NYLIFE Securities LLC to address individual client needs
- Specialize in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
- Function as a Registered Investment Advisor with Eagle Strategies LLC to deliver comprehensive financial advice
- Engage in sponsored marketing initiatives and present personalized group health insurance options to clients
- Work towards personal and financial growth alongside clients in Lafayette, LA
- Make a lasting positive impact through the role of a Financial Advisor
- Stay abreast of industry trends and pursue continuous education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning
- Looking for dedicated individuals in Lafayette, LA who aim to positively influence the financial stability of individuals, families, and small businesses
- This role offers a meaningful career with the potential for long-lasting impacts, moving beyond a typical sales position
- Guide clients expertly through crucial decisions such as retirement planning and college savings to provide them with peace of mind
- Witness the positive outcomes of your work as an insurance agent for years to come
- Committed to personal and professional growth to ensure clients' lasting financial security
New York Life Insurance Company/NYLIC Securities is a large business in New York, NY. We are professional and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.
https://www.newyorklife.com/recruiter/mdpham01