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Financial Service Professional

NewYorkLife/ NYLIFE Securities LLC
Lafayette, LA, US
$75.9K-$141.2K a year
Full-time

Seeking a Financial Service Professional based in Lafayette, LA, US, with a knack for fostering strong client relationships to aid in achieving their financial objectives.

  • Responsibilities entail preparing clients for unforeseen life circumstances and ensuring the security of their financial well-being.
  • Exciting opportunity for career growth at a reputable company that places a high value on client contentment. - Primary tasks include comprehending client requirements, providing financial guidance, and advocating customized financial strategies.
  • Professionals can expand their knowledge by expanding their professional connections and attracting new clients. - Desired candidate attributes encompass a sales background, exceptional communication abilities, and a commitment to assisting families and businesses with financial planning.
  • New York Life stands out as a distinguished financial establishment renowned for its stringent principles and financial dependability.
  • New York Life Insurance Company is committed to providing equal job opportunities.

Compensation :

$75,854 - $141,231 yearly

Responsibilities :

  • Cultivate and maintain strong, enduring relationships with clients in Lafayette, LA, ensuring their financial future is secure
  • Customize financial solutions by utilizing various insurance and investment products from NYLIFE Securities LLC to meet individual client needs
  • Specialize in offering Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
  • Act as a Registered Investment Advisor with Eagle Strategies LLC to provide comprehensive financial advice
  • Participate in sponsored marketing initiatives and deliver personalized group health insurance options to clients
  • Collaborate with clients in Lafayette, LA, to achieve personal and financial growth
  • Create a lasting positive impact through the role of a Financial Advisor
  • Keep updated on industry trends and pursue continuous 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 our clients.

Awards & Accolades...

We’re proud of our financial strength.

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

Chief Learning Officer : 2023 CLO Learning Elite Gold Award

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

  • Human Rights Campaign : 2023 / 2024 Corporate Equality Index
  • Forbes 2023 : America’s Best Employers for Diversity
  • Seramount : 2023 Best Companies for Multicultural Women

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

  • 5.3 million Lives Protected. Includes all owners of individual life insurance and annuity policies
  • $937 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products
  • $5 billion In Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid.

Dividends are not guaranteed

Over $1.2 trillion Life Insurance Protection In Force. Includes term, whole, and universal life

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

30+ days ago
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