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, industry-leading company that makes doing right by their customers its first priority.

What is expected of our Agents?

  • The ability to understand the needs and financial concerns of clients.
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Cultivate relationships and help every family member or individual pursue financial security.
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
  • Provide compassion and guidance to clients when unfortunate life circumstances arise.
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.

Qualities that we look for in our Agents:

  • Sales experience preferred with a strong entrepreneurial mindset.
  • Strong communication skills both written and verbal.
  • Desire to help families and businesses to “Be Good at Life.”
  • Strong business acumen.
  • Professional business demeanor.
  • Perseverance in the face of a challenge.
  • Ability to engage your community and leverage personal networks/contacts.

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Source: Individual Third Party Ratings Reports as 7/30/18.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


  • 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...

  • 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

    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...

  • Financial Advisor

    1 week 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...


  • 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 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 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 Couvillier Advisors Full time

    Job DescriptionJob Description**This remote position is available in Louisiana and Texas only.At Couvillier Advisors, our success is dependent on three things: building relationships, engaging in needs-based conversations, and recommending the right products and services to meet those needs. As a Risk Management Advisor, you will identify, engage and...


  • Lafayette, United States Couvillier Advisors Full time

    **This remote position is available in Louisiana and Texas only.At Couvillier Advisors, our success is dependent on three things: building relationships, engaging in needs-based conversations, and recommending the right products and services to meet those needs. As a Risk Management Advisor, you will identify, engage and communicate with clients. Qualified...


  • Lafayette, United States Couvillier Advisors Full time

    Job DescriptionJob Description**This remote position is available in Louisiana and Texas only.At Couvillier Advisors, our success is dependent on three things: building relationships, engaging in needs-based conversations, and recommending the right products and services to meet those needs. As a Risk Management Advisor, you will identify, engage and...

  • Operations Manager

    2 months ago


    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, pro-active “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 -...


  • 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 Couvillier Advisors Full time

    Job DescriptionJob DescriptionAt Couvillier Advisors, our success is dependent on three things: building relationships, engaging in needs-based conversations, and recommending the right products and services to meet those needs. As a Financial Sales Consultant, you will identify, engage and communicate with clients. Qualified Financial Sales Consultant...


  • Lafayette, United States H&R Block Full time

    509897BR Title: Block Advisors Receptionist Our Company: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they...


  • 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...

  • HVAC Sales

    3 weeks ago


    Lafayette, United States Peterman Brothers Full time

    Job DescriptionJob DescriptionPeterman Brothers is hiring a HVAC Sales / Comfort Advisor to join our growing team in Lafayette, IN. The Role:Our Comfort Advisors provide options for system replacement within each customer's home. Their priority is the customer, providing options and ensuring a 5-star quality service with every interaction, every call, in...

  • HVAC Sales

    1 week ago


    Lafayette, United States Peterman Brothers Full time

    Job DescriptionJob DescriptionPeterman Brothers is hiring a HVAC Sales / Comfort Advisor to join our growing team in Lafayette, IN. The Role:Our Comfort Advisors provide options for system replacement within each customer's home. Their priority is the customer, providing options and ensuring a 5-star quality service with every interaction, every call, in...


  • Lafayette, United States Edward Jones Full time

    **Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...