Location: Lafayette, LA, US Responsibilities: • Evaluate client needs and propose tailored financial solutions to improve their financial well-being. • Develop and expand professional relationships to grow the client base. • Provide financial planning services to individuals, families, and businesses. Qualifications: • Excellent communication skills and a proven ability to establish rapport with clients. • Genuine dedication to assisting clients in achieving financial security. Why Join New York Life: New York Life, a prestigious Fortune 100 company known for its financial stability and ethical business practices, offers outstanding opportunities for career growth. We offer comprehensive training, competitive pay, and a supportive environment where your efforts make a meaningful difference. Join a company that values your success and client satisfaction. Discover your potential at New York Life, where your career meets your passion. We are proud 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