Financial Planner

1 week ago


Lafayette, Louisiana, United States New York Life Full time
We are seeking highly motivated individuals to partner with us in managing and building an office in South Louisiana.

As a Financial Planner, you will play a pivotal role in expanding our presence in the region, building your own team of agents, and driving business growth.


If you are a dynamic leader with a drive for success and a desire to make a difference in the lives of others, we want to hear from you Partner with us to shape the future of New York Life in South Louisiana and build a rewarding career with unlimited potential.

Apply now to join our team of passionate professionals

Responsibilities

  • Collaborate with company leadership to develop and execute strategies for office expansion and market penetration in South Louisiana.
  • Recruit, train, and mentor a team of financial professionals to deliver exceptional service and achieve sales targets.
  • Establish and maintain relationships with clients, providing expert advice and customized solutions to meet their financial needs.
  • Drive business development efforts, including networking events, seminars, and community outreach initiatives.
  • Ensure compliance with industry regulations and company policies.

Qualifications

  • Bachelor's Degree or MBA preferred.
  • Prior management experience in finance, insurance, or related field.
  • Proven track record of success in sales, business development, or leadership roles.
  • Strong communication, interpersonal, and organizational skills.
  • Entrepreneurial mindset with a passion for building and growing a business.
  • Must be authorized to work in the United States.

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