Entry-Level-Financial Professional

NewYorkLife/ NYLIFE Securities LLC

Entry-Level-Financial Professional

Lafayette, LA
Full Time
Paid
  • Responsibilities

    Join us at New York Life, a Fortune 100 company with over 180 years of empowering individuals and families to secure their financial futures. As an Entry Level Financial Professional, you'll be part of a distinguished firm that values mutual accountability, putting clients' needs first. We’re on a mission to innovate and enhance the value we offer, creating a lasting impact on clients' lives. Your role will be pivotal in helping clients achieve their financial goals through expert advice and personalized service. Begin your career in a supportive environment, with opportunities for professional growth and advancement. We offer competitive compensation and a culture that champions diversity and innovation. If you're passionate about making a difference and eager to develop your career in the insurance industry, we want to hear from you. Embrace this chance to grow with us and contribute to a legacy of excellence—apply today! Responsibilities: • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $80,000 - $120,000 yearly

  • Compensation
    $80,000-$120,000 per year