Financial Professional - Financial Advisor
Location: Lafayette, LA, US Responsibilities: • Analyzing client requirements and suggesting customized financial solutions. Assisting clients in securing their financial health. • Cultivating professional connections and broadening the client network. • Offering financial planning services to individuals, families, and businesses. Qualifications: • Strong communication skills and the ability to build relationships effectively. • Genuine commitment to aiding clients in attaining financial stability. Why Choose New York Life: At New York Life, a renowned Fortune 100 company recognized for its financial reliability and ethical standards, you'll encounter exceptional avenues for professional advancement. We provide comprehensive training, competitive compensation, and a supportive atmosphere where your contributions make a significant impact. Become part of a company that prioritizes your achievements and client contentment. Unleash your potential at New York Life, where your career aligns with your passion. We are pleased to be an Equal Opportunity Employer. Responsibilities: • Build and maintain long-lasting relationships with clients in Lafayette, LA, ensuring their financial security for the future • Tailor financial solutions using various insurance and investment products from NYLIFE Securities LLC to meet the unique needs of each client • Specializing in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services • Offer comprehensive financial advice as a Registered Investment Advisor with Eagle Strategies LLC • Present personalized group health insurance options to clients through sponsored marketing initiatives • Work closely with clients in Lafayette, LA, to support their personal and financial development • Make a positive and lasting impact as a Financial Advisor • Stay informed about industry trends and pursue ongoing 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 Agents’ 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 401(k) 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 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 to 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: $107,500 - $141,231 yearly
• Build and maintain long-lasting relationships with clients in Lafayette, LA, ensuring their financial security for the future • Tailor financial solutions using various insurance and investment products from NYLIFE Securities LLC to meet the unique needs of each client • Specializing in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services • Offer comprehensive financial advice as a Registered Investment Advisor with Eagle Strategies LLC • Present personalized group health insurance options to clients through sponsored marketing initiatives • Work closely with clients in Lafayette, LA, to support their personal and financial development • Make a positive and lasting impact as a Financial Advisor • Stay informed about industry trends and pursue ongoing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning