Financial Professional

Financial Professional New York Life - South Louisiana Lafayette, LA Job Details $120,555 a year 4 days ago Benefits Life insurance Qualifications Finance advising Financial sales Customer relationship building Customer service Identifying new business opportunities Client relationship development High school diploma or GED Bachelor's degree Organizational skills Prospecting Communication skills Entry level Full Job Description We are seeking individuals who are : Motivated to make a positive impact in the community Driven to grow personally and professionally Committed to serving clients long-term Comfortable operating in a performance-based role Interested in developing business and financial expertise If this describes you, consider joining New York Life as a Financial Professional.

Compensation:

$120,555

Responsibilities:

Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:

Strong interpersonal and communication skills Self-motivated with strong organizational abilities Ability to build long-term client relationships Business mindset and goal-oriented approach High school diploma required; bachelor's degree preferred Ability to obtain required Louisiana Life & Health licenses FINRA registrations may be required depending on the role's responsibilities Employment is contingent upon background review and satisfaction of licensing requirements. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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. We're proud to be recognized by the following organizations Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for Diversity 5.1 million

LIVES PROTECTED.

Includes all owners of individual life insurance and annuity policies. $983 million

LIFETIME ANNUITY INCOME PAID.

Includes all payouts on individual income annuity products. Over $1.2 trillion

LIFE INSURANCE PROTECTION IN FORCE.

Includes term, whole, and universal life. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity