Financial Service Professional - Financial Advisor

New York Life is searching for a driven Financial Services Professional based in Lafayette, LA, dedicated to assisting clients in reaching their financial objectives and ensuring their future security. In this position, you will establish meaningful client connections, offer customized financial advice, and equip individuals and families to face life's uncertainties successfully.

Key Responsibilities :

Identify client needs and present personalized financial strategies.

Assist clients in protecting their financial stability.

Develop professional connections and grow your client portfolio.

Deliver financial planning solutions for families, businesses, and individuals.

Desired Qualifications :

Outstanding communication and relationship-building abilities.

Strong commitment to aiding clients in achieving financial stability.

Why Choose New York Life?

As a Fortune 100 company renowned for its financial stability and ethical standards, New York Life presents exceptional prospects for professional advancement. We deliver comprehensive training, competitive compensation, and a supportive atmosphere where your efforts have a significant impact. Join a company that appreciates your achievements and client satisfaction. Uncover your potential with New York Life, where your profession aligns with your purpose. We are an Equal Opportunity Employer.

Compensation :

107,500 - $141,231 yearly

Responsibilities :

• Build and maintain long-lasting relationships with clients in Lafayette, LA, ensuring their financial security for the future
• Tailor financial solutions using various insurance and investment products from NYLIFE Securities LLC to meet the unique needs of each client
• Specialize in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
• Offer comprehensive financial advice as a Registered Investment Advisor with Eagle Strategies LLC
• Present personalized group health insurance options to clients through sponsored marketing initiatives
• Work closely with clients in Lafayette, LA, to support their personal and financial development
• Make a positive and lasting impact as a Financial Advisor
• Stay informed about industry trends and pursue ongoing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning

Qualifications :

How we will compensate you.

You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401k and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link https : / / www.newyorklife.com / careers / financial-professionals / income-and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Awards & Accolades...

We’re proud of our financial strength.

We’re proud of the training we offer.

We’re proud to be recognized by organizations that also value diversity.

We’re proud of the help we’ve provided and continue to provide clients.

About Company

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

Salary : $107,500 - $141,231