Job Description
Job Description
Seeking a Financial Service Professional based in Lafayette, LA, US
Primary focus is on fostering client relationships and assisting them in reaching their financial objectives.
Responsibilities involve preparing clients for unforeseen life circumstances and safeguarding their financial well-being.
Exciting career opportunity with a respected company that places a high value on customer contentment.
Key duties include grasping client requirements, offering financial knowledge, and advocating personalized financial strategies.
Professionals enhance their expertise by broadening professional connections and attracting new clientele.
Desired candidate qualities encompass a sales background, effective communication abilities, and a commitment to aiding families and businesses in financial planning.
New York Life stands out as a premier financial firm renowned for its exceptional standards and financial stability.
New York Life Insurance Company is committed to providing 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
Financial Service Professional
Seeking a Financial Service Professional based in Lafayette, LA, US. Key duties include grasping client requirements, offering financial knowledge, and advocating personalized financial strategies. Professionals enhance their expertise by broadening professional connections and attracting new client...
Financial Service Professional Acadiana Territory
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in th...
Financial services professional (seeking military vets)
As a New York Life financial professional, you’ll have the ability to run your own practice with the backing of our organization. Quality insurance and financial products and services to offer to your clients. For over 60 years we have led the way in the industry with the most US members of the Mill...
Financial Service Professional Acadiana Territory
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the care...
Financial Services Professional (management fast track- MBA required)
Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds. At New York Life Insurance Company, we’re dedicat...
Financial Service Professional
Seeking a Financial Service Professional based in Lafayette, LA, US. Key duties include grasping client requirements, offering financial knowledge, and advocating personalized financial strategies. Professionals enhance their expertise by broadening professional connections and attracting new client...
Administrative Assistant - LGMD Administration - Full Time
Provides general administrative support for the department and/or specific managers/directors within the department. ...
Administrative Assistant - Earn $22/hr-$38/hr, Full-Time/Part-Time, Flexible, Remote/On-Site
...
Retail Cashier
If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today!OVERVIEW:The Cashier is responsible for providing excellent customer experiences by creating an exceptional shopping experience for our customers through their eagerness to help, in-depth ...
Financial Advisor
We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages desig...