Current jobs related to Financial Advisor - Lafayette - New York Life
-
Financial Advisor Representative
2 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeOverviewAre you ready to take charge of your career in the financial services industry? At New York Life, a reputable mutual insurance organization, you will benefit from our solid financial standing and a history of excellence. Our OfferingsWe provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients....
-
Financial Advisor Representative
2 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeAre you ready to take charge of your career? At New York Life, a leading mutual insurance organization in the United States, we offer a robust financial framework and a proven history of success with our Million Dollar Round Table (MDRT) members. Our diverse array of financial and protection offerings is designed to meet the unique needs of our clients,...
-
Financial Advisor Representative
2 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeJob OverviewAre you ready to take charge of your career in the financial services industry? Join New York Life, a reputable mutual insurance organization in the United States, and leverage our solid financial standing and history of excellence.We offer a comprehensive suite of financial and insurance products designed to meet diverse client needs, including...
-
Client Relationship Financial Advisor
3 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeWe are seeking a dedicated Financial Service Professional focused on building strong client relationships to assist them in achieving their financial aspirations.Key Responsibilities:Develop and nurture lasting relationships with clients to secure their financial well-being.Customize financial strategies by leveraging a variety of insurance and investment...
-
Financial Advisor
4 months ago
Lafayette, United States Home Bank Full timeJob 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...
-
Client Relationship Financial Advisor
3 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeWe are seeking a Financial Service Professional focused on building and nurturing strong client relationships to assist them in achieving their financial aspirations.Key responsibilities include preparing clients for unforeseen life events and ensuring their financial well-being. This is an exciting opportunity within a reputable organization that values...
-
Bilingual Financial Advisor
3 weeks ago
Lafayette, Louisiana, United States New York Life Full timeBilingual Financial AdvisorAre you a motivated individual with the following traits?Competitive SpiritEntrepreneurial MindsetWillingness to LearnEffective CommunicatorSelf-MotivatedGenuineIf you resonate with these qualities, consider the opportunity to become a financial consultant and positively impact families' lives every day. At New York Life, you will...
-
Investment Advisor Representative
1 month ago
Lafayette, United States NewYorkLife NYLIFE Securities LLC Full timeDescription Looking to chart your career path independently? Join forces with New York Life, a distinguished mutual insurance company in the United States, and benefit from our strong financial foundation and track record of MDRT members. Our wide range of financial and protection products caters to various client needs, including life and annuity insurance,...
-
Wealth Management Advisor
3 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeJob OverviewWe are seeking a Wealth Management Advisor who is dedicated to building robust client relationships to assist them in achieving their financial aspirations.Key Responsibilities:Develop and nurture lasting relationships with clients to secure their financial future.Customize financial strategies by leveraging a diverse array of insurance and...
-
Investment Solutions Advisor
2 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeEmbark on a Rewarding Career PathAre you ready to take charge of your professional journey? Join New York Life, a reputable mutual insurance organization in the United States, and leverage our solid financial background and history of MDRT achievers.We offer a diverse array of financial and protection solutions tailored to meet various client needs,...
-
Financial Services Professional
1 week ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As an Investment Advisor Representative, you will have the opportunity to work with a wide range of financial and protection products to cater to various client needs.Key ResponsibilitiesCultivate and nurture enduring...
-
Financial Services Professional
3 days ago
Lafayette, Louisiana, United States Spherion Full timeFinancial Advisor OpportunitySpherion is seeking an experienced Financial Advisor to join our team in the Acadiana area. As a Financial Advisor, you will be responsible for acquiring and managing a book of business, building relationships with clients, and providing sound financial planning and investment advice.Key Responsibilities:Develop and implement...
-
Financial Services Advisor
3 weeks ago
Lafayette, California, United States Patelco Credit Union Full timeBecome a valued member of Patelco Credit UnionAre you dedicated to delivering outstanding service and helping our members reach their financial aspirations? As a Member Solutions Consultant, you will be instrumental in enhancing member interaction and providing a diverse array of financial products tailored to their requirements.Key...
-
Financial Services Expert
7 days ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Service Professional to join our team at New York Life. As a Financial Service Professional, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial guidance, and advocating for their financial well-being.Key...
-
Financial Consultant Representative
3 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeEmbark on a rewarding career path with New York Life, a reputable mutual insurance organization in the United States, known for its solid financial foundation and a history of MDRT members.As a Financial Consultant Representative, you will have the chance to offer a diverse array of financial and protection solutions tailored to meet the unique needs of...
-
Client Advisor
1 week ago
Lafayette, Louisiana, United States Cestia District of Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Advisor to join our team at the Cestia District of Northwestern Mutual. As a Client Advisor, you will play a pivotal role in helping individuals and families secure their financial future.Key ResponsibilitiesEngage with clients to understand their comprehensive financial needs and...
-
Financial Service Professional
1 month ago
Lafayette, United States NewYorkLife NYLIFE Securities LLC Full timeDescription Seeking a Financial Service Professional in Lafayette, LA, US with a focus on cultivating strong client relationships to help them achieve their financial goals. Responsibilities include preparing clients for unexpected life events and ensuring their financial security. Exciting career opportunity at a reputable company that prioritizes customer...
-
Financial Consultant
3 weeks ago
Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full timeAre you ready to take charge of your career? Become a part of New York Life, a reputable mutual insurance provider in the United States, where you can leverage our solid financial foundation and a history of excellence. Our Offerings: We provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients, including...
-
Risk Management Advisor
4 months ago
Lafayette, United States Couvillier Advisors Full timeJob 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...
-
Insurance and Financial Consultant
2 weeks ago
Lafayette, Louisiana, United States Frontier Management (OR) Full timeAbout the RoleAs a Financial Advisor at Frontier Management (OR), you will play a critical role in helping individuals and families achieve their long-term financial goals. Your expertise will be sought after to provide guidance on insurance and financial planning, ensuring that clients are prepared for life's unexpected events.Key ResponsibilitiesClient...
Financial Advisor
4 months ago
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