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Investment Advisor Representative

3 months ago

Lafayette, United States NewYorkLife NYLIFE Securities LLC Full time
Description

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, long-term care insurance, disability insurance, and investment products. As an Investment Advisor Representative, you have the opportunity to support non-proprietary products through sponsored marketing agreements, such as group health insurance.

For individuals experienced in wealth management, exploring a role within our affiliate investment advisory, Eagle Strategies LLC, offers a valuable path to pursue. Our specialized Advanced Planning Group provides case design services for complex scenarios and additional client support.

At New York Life, you can work from any of our many offices across the nation or from the comfort of your home. You can choose to promote your services under the New York Life brand or your personal brand. We provide a team of experienced professionals who will support your success through practice development efforts and a high-quality learning platform. Additionally, we reward motivated advisors with incentives and opportunities for professional development trips.

Investment Advisor Representatives at New York Life earn income through commissions, with agents contracted to N8 and N9 who meet minimum sales quotas averaging an annual income of $115,917 in 2022. With a rich history spanning over 175 years, New York Life is well-known for offering financial security to Americans. As a mutual company, our main focus is on delivering value to our policyholders. We are proud to maintain an A++ Superior rating from A.M. Best, an AAA Exceptionally Strong rating from Fitch, and an Aaa Exceptional rating from Moody's.

New York Life has been recognized by Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders. In 2021, we issued nearly $1.2 trillion in individual life insurance coverage, distributed $579 million in lifetime annuity income, and provided $4.5 billion in living benefits to over 5.3 million individuals. Seize the opportunity with New York Life and take control of your professional journey. Backed by the oldest and most reputable mutual life insurance company in the US, the possibilities for career advancement are endless. We value diversity and are proud to be an Equal Opportunity Employer.

Responsibilities

•Cultivating and nurturing enduring relationships with clients in Lafayette, LA to ensure their financial security
•Tailoring financial solutions by leveraging a range of insurance and investment products from NYLIFE Securities LLC to address individual client requirements
•Providing specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients
•Attaining registration as a Registered Investment Advisor with Eagle Strategies LLC to offer comprehensive financial strategies
•Engaging in sponsored marketing campaigns and presenting personalized group health insurance choices to clients
•Pursuing personal and financial development alongside clients in Lafayette, LA
•Making a positive and lasting impact through dedicated work as a Financial Advisor
•Staying updated on industry trends and continuing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning
•Garnering recognition from esteemed organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders

Qualifications

•Thriving in competitive environments is a key requirement for excelling in this role as an Investment Advisor Representative in Lafayette, LA, US.
•The position of Investment Advisor Representative in Lafayette, LA, US necessitates possessing a strong entrepreneurial mindset.
•An essential attribute we seek in candidates for the role of Investment Advisor Representative in Lafayette, LA, US is being receptive to coaching and feedback.
•Effective client interactions as an Investment Advisor Representative in Lafayette, LA, US demand possessing excellent communication skills.
•Self-discipline is a critical quality that is indispensable for success in the role of Financial Advisor in Lafayette, LA, US.
•The emphasis on authenticity in your approach is highly valued and sought after for the position of Investment Advisor Representative in Lafayette, LA, US.