Seeking a Financial Service Professional in Lafayette, LA, US with a focus on nurturing client relationships and supporting them in achieving their financial goals.
Responsibilities include preparing clients for unexpected life events and safeguarding their financial security.
Exciting career opportunity is available with a reputable company that prioritizes customer satisfaction.
Key duties involve understanding client needs, providing financial expertise, and promoting tailored financial solutions.
Professionals can enhance their skills by expanding professional networks and attracting new clients.
Desired candidate qualities include a background in sales, strong communication skills, and a dedication to assisting families and businesses with financial planning.
New York Life is a distinguished financial company known for its high standards and financial strength.
New York Life Insurance Company is dedicated to offering equal employment opportunities.
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
Qualifications:
- 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
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