Financial Advisor
Looking to carve out your career path on your own terms? Join New York Life, a prominent mutual insurance firm in the US, and take pride in our robust financial standing and track record of MDRT members. We provide an extensive array of financial and protection products to cater to our clients' requirements, including life and annuity insurance, long-term care insurance, disability insurance, and investment products. As a Financial Advisor, you have the chance to endorse non-proprietary products via sponsored marketing agreements, such as group health insurance. For those dedicated to wealth management, consider becoming part of our affiliate investment advisory, Eagle Strategies LLC. Our committed Advanced Planning Group offers case design solutions for intricate scenarios and additional client assistance. At New York Life, you have the flexibility to operate from any of our numerous offices nationwide or from the convenience of your home. You can opt to market your services under the New York Life brand or your personal brand. We furnish a team of seasoned professionals who will bolster your success through practice development efforts and a top-notch learning platform. Motivated advisors are also rewarded with incentives and the opportunity to partake in professional development trips. Financial Advisors at New York Life earn income through commissions, and in 2022, agents bound to N8 and N9 who met minimum sales quotas earned an average annual income of $115,917. With a rich history spanning over 175 years, New York Life is renowned for offering financial security to Americans. As a mutual company, our primary focus is on delivering value to our policyholders. We are honored to uphold an A++ Superior rating from A.M. Best, an AAA Exceptionally Strong rating from Fitch, and an Aaa Exceptional rating from Moody’s. New York Life has been acknowledged by Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders. In 2021, we had nearly $1.2 trillion in individual life insurance in force, disbursed $579 million in lifetime annuity income, and delivered $4.5 billion in living benefits to over 5.3 million individuals. Embark on your professional journey with New York Life and seize the reins of your career development. Backed by the oldest and most esteemed mutual life insurance company in the US, the avenues for career growth are boundless. We embrace diversity and are delighted to be an Equal Opportunity Employer. Responsibilities: • Developing and maintaining strong, long-term relationships with clients in Lafayette, LA to safeguard their financial well-being • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs • Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients • Becoming a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial strategies • Participating in sponsored marketing campaigns and delivering personalized group health insurance options to clients • Pursuing personal and financial growth alongside clients in Lafayette, LA • Creating a positive and enduring impact through dedicated work as a Financial Advisor • Keeping abreast of industry trends and furthering education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning • Earning recognition from prestigious organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders Qualifications: • The successful candidate should thrive in a competitive work environment • We value a forward-thinking individual with an entrepreneurial mindset • Openness to receiving coaching and feedback is a necessary trait • Excellent communication skills are a fundamental requirement for this role • Demonstrating self-discipline is critical for success in this position • Authenticity is a pivotal attribute we seek in potential candidates Compensation: $72,401 - $451,902 at plan
• Developing and maintaining strong, long-term relationships with clients in Lafayette, LA to safeguard their financial well-being • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs • Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients • Becoming a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial strategies • Participating in sponsored marketing campaigns and delivering personalized group health insurance options to clients • Pursuing personal and financial growth alongside clients in Lafayette, LA • Creating a positive and enduring impact through dedicated work as a Financial Advisor • Keeping abreast of industry trends and furthering education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning • Earning recognition from prestigious organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders