Financial Service Professional

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. 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 Compensation: $75,854 - $141,231 yearly • • • 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 Compensation: $75,854-$141,231 per year