Financial Service Professional

4 weeks ago


Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time
Description

Financial Service Professional in Lafayette, LA, US

Role focuses on building client relationships and guiding them toward their financial goals.

Agents help clients prepare for unexpected life events and secure their financial future.

Opportunity for a fulfilling career with a reputable company prioritizing customer satisfaction.

Key responsibilities include understanding client needs, providing financial education, and promoting tailored financial solutions.

Agents develop their practice by expanding professional networks and acquiring new clients.

Qualities sought in candidates include sales experience, strong communication skills, and a desire to support families and businesses in financial planning.

New York Life is a top financial company with a long-standing reputation for excellence and financial strength.

Equal employment opportunities at New York Life Insurance Company.

Responsibilities

•Establish and maintain strong, enduring relationships with clients in Lafayette, LA to secure their financial future
•Tailor financial solutions by utilizing a range of insurance and investment products from NYLIFE Securities LLC to address individual client needs
•Specialize in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
•Function as a Registered Investment Advisor with Eagle Strategies LLC to deliver comprehensive financial advice
•Engage in sponsored marketing initiatives and present personalized group health insurance options to clients
•Work towards personal and financial growth alongside clients in Lafayette, LA
•Make a lasting positive impact through the role of a Financial Advisor
•Stay abreast of industry trends and pursue continuous education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning

Qualifications

•Looking for dedicated individuals in Lafayette, LA who aim to positively influence the financial stability of individuals, families, and small businesses
•This role offers a meaningful career with the potential for long-lasting impacts, moving beyond a typical sales position
•Guide clients expertly through crucial decisions such as retirement planning and college savings to provide them with peace of mind
•Witness the positive outcomes of your work as an insurance agent for years to come
•Committed to personal and professional growth to ensure clients' lasting financial security

  • Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time

    Description Seeking a Financial Service Professional based in Lafayette, LA, US Primary focus is on fostering client relationships and assisting them in reaching their financial objectives. Responsibilities involve preparing clients for unforeseen life circumstances and safeguarding their financial well-being. Exciting career opportunity with a respected...


  • Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time

    Description Financial Service Professional in Lafayette, LA, US Role focuses on building client relationships and guiding them toward their financial goals. Agents help clients prepare for unexpected life events and secure their financial future. Opportunity for a fulfilling career with a reputable company prioritizing customer satisfaction. Key...


  • Lafayette, United States NYL Insurance Company - Acadiana Territory Full time

    DescriptionMust be Licensed in Lousiana New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being...


  • Lafayette, United States NYL Insurance Company - Acadiana Territory Full time

    DescriptionMust be Licensed in Lousiana New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being...

  • Financial Advisor

    1 week ago


    Lafayette, Louisiana, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Old National Bank in Lafayette, IN would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model...


  • Lafayette, United States New York Life Full time

    New York Life - At New York Life Insurance Company, we’re dedicated to prudent financial management and impeccable service. We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. Our financial...


  • Lafayette, United States New York Life Full time

    New York Life - We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market...


  • Lafayette, United States Bison Financial Group Full time

    **REQUIREMENTS**: - Self motivated and organized - Proficient in computer usage and Microsoft Office programs, especially Outlook and Excel - Positive, “can-do” attitude - Strong attention to detail - Strong written and oral communication skills - Ability to multi-task - Ability to think on your feet and be resourceful - Team player - Comfortable taking...

  • Financial Advisor

    3 weeks ago


    Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time

    Description Are you seeking to carve out your career path on your own terms? Come aboard New York Life, a renowned mutual insurance company in the United States, and take satisfaction in our robust financial standing and track record of MDRT members. We provide a diverse array of financial and protection products to cater to our clients' requirements,...

  • Financial Advisor

    1 week ago


    Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time

    Description Are you seeking to carve out your career path on your own terms? Come aboard New York Life, a renowned mutual insurance company in the United States, and take satisfaction in our robust financial standing and track record of MDRT members. We provide a diverse array of financial and protection products to cater to our clients' requirements,...

  • Financial Advisor

    4 weeks ago


    Lafayette, United States New York Life Full time

    New York Life - Insurance Agent with New York Life Insurance Company The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable,...

  • Financial Planner

    3 weeks ago


    Lafayette, 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...

  • Financial Planner

    3 weeks ago


    Lafayette, United States New York Life - Lafayette Team Full time

    Job DescriptionJob DescriptionWe 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...

  • Financial Planner

    3 weeks ago


    Lafayette, United States New York Life - Lafayette Team Full time

    Job DescriptionJob DescriptionWe 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...

  • Financial Planner

    2 weeks ago


    Lafayette, United States New York Life - Lafayette Team Full time

    Job DescriptionJob DescriptionWe 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...

  • Financial Planner

    1 week ago


    Lafayette, United States New York Life - Lafayette Team Full time

    Job DescriptionJob DescriptionWe 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...

  • Financial Planner

    2 weeks ago


    Lafayette, United States New York Life Full time

    Description 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...


  • Lafayette, United States New Day Personal Care Services LLC Full time

    New Day Personal Care Services is looking for Direct Service Professionals to join our team. The DSW is responsible for the physical care and emotional support of our clients who may no longer be able to take care of themselves due to illness, injury, surgery, or disability. The ideal candidate must be able to care for our clients and their property with...

  • Financial Advisor

    3 weeks ago


    Lafayette, United States Home Bank Full time

    Job DescriptionJob DescriptionPURPOSE OF THE JOBHB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of...

  • Financial Advisor

    2 months ago


    Lafayette, United States Home Bank Full time

    Job DescriptionJob DescriptionPURPOSE OF THE JOBHB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of...