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Financial Advisor

4 months 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, including life and annuity insurance, long-term care insurance, disability insurance, and investment products. As a Financial Advisor, you have the chance to endorse non-proprietary products via sponsored marketing agreements, such as group health insurance. For those specializing in wealth management, exploring a role within our affiliate investment advisory, Eagle Strategies LLC, is worth considering. Our committed Advanced Planning Group furnishes case design for intricate scenarios and additional client assistance. At New York Life, you have the flexibility to operate from any of our myriad offices nationwide or from the convenience of your home. You can opt to market your services under the New York Life brand or your personal brand. We provide a team of seasoned professionals who will bolster your success through practice development initiatives and a top-notch learning platform. Additionally, we incentivize driven advisors with rewards and avenues for professional development trips. Financial Advisors at New York Life earn income through commissions, and in 2022, agents contracted to N8 and N9 who met minimum sales quotas earned an average annual income of $115,917. With a heritage spanning over 175 years, New York Life is acknowledged for delivering financial stability to Americans. As a mutual company, our primary focus is on delivering value to our policyholders. We take pride in upholding 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 garnered recognition from Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders. In 2021, we administered nearly $1.2 trillion in individual life insurance coverage, disbursed $579 million in lifetime annuity income, and granted $4.5 billion in living benefits to over 5.3 million individuals. Embrace an opportunity with New York Life and seize control of your professional journey. Backed by the oldest and most esteemed mutual life insurance company in the US, the prospects for career progression are boundless. We champion diversity and are pleased to be an Equal Opportunity Employer.

Responsibilities

•Developing and maintaining strong, long-term relationships with clients in Lafayette, LA to safeguard their financial well-being
•Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs
•Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients
•Becoming a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial strategies
•Participating in sponsored marketing campaigns and delivering personalized group health insurance options to clients
•Pursuing personal and financial growth alongside clients in Lafayette, LA
•Creating a positive and enduring impact through dedicated work as a Financial Advisor
•Keeping abreast of industry trends and furthering education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning
•Earning recognition from prestigious organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders

Qualifications

•To succeed in this role, you must excel in competitive environments
•A strong entrepreneurial mindset is essential for this position
•Being open to coaching and feedback is a key attribute we are looking for
•Excellent communication skills are a must-have for effective client interactions
•Self-discipline is a critical quality needed to thrive as a Financial Advisor
•Emphasizing authenticity in your approach is highly valued in this role