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Financial Service Professional
2 months ago
Looking for a Financial Service Professional based in Lafayette, LA, US. The focus is on building strong client relationships and aiding them in reaching their financial objectives.
Responsibilities consist of preparing clients for unforeseen life events and ensuring their financial stability.
An exciting career opportunity awaits at a respected company that values customer contentment.
Main tasks include grasping client requirements, offering financial insights, and advocating customized financial strategies.
Professionals can refine their skills by broadening professional connections and drawing in new clients.
Preferred candidate qualities involve a sales background, excellent communication abilities, and a commitment to aiding families and businesses with financial arrangements.
New York Life stands out as a reputable financial establishment recognized for its stringent standards and financial stability.
New York Life Insurance Company upholds a commitment to providing equal job opportunities.
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