Financial Planning Specialist

2 weeks ago


Baton Rouge, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time
Job Overview

Are you ready to shape your career in the financial sector? Join New York Life, a premier mutual insurance organization in the United States, where you can find satisfaction in our solid financial foundation and the legacy of having MDRT members.

We offer a diverse range of financial and protection products tailored to meet various client requirements, including life and annuity insurance, long-term care insurance, disability insurance, and investment alternatives.

As a Financial Advisor, you will have the opportunity to leverage sponsored marketing agreements to promote non-proprietary products such as group health insurance.

If you have an interest in wealth management, consider the chance to join Eagle Strategies LLC, our affiliated investment advisory firm.

Our dedicated Advanced Planning Group is available to provide solutions for intricate situations and additional client support.

At New York Life, you can choose to work from any of our numerous offices nationwide or from the comfort of your home.

You have the flexibility to either promote your services under the New York Life brand or create your own distinctive personal brand.

We provide a team of seasoned professionals committed to supporting your success through comprehensive development programs and an exceptional learning platform.

Hardworking advisors are rewarded with incentives and the chance to engage in professional development activities.

Financial Advisors at New York Life earn commissions, with agents who meet minimum sales targets averaging $115,917 annually.

With a rich history spanning over 175 years, New York Life is renowned for delivering financial security to Americans.

As a mutual company, our primary focus is on providing value to our policyholders.

We hold prestigious ratings, including 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 received recognition from Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders.

We are proud to be an Equal Opportunity Employer.

Compensation:

$72,401 - $451,902 at plan

Key Responsibilities:
  • Building and maintaining lasting relationships with clients to ensure their financial well-being
  • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet the specific needs of each client
  • Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning
  • Aiming to become a Registered Investment Advisor with Eagle Strategies LLC to provide comprehensive financial strategies
  • Participating in sponsored marketing initiatives and presenting tailored group health insurance options to clients
  • Pursuing personal and financial growth alongside clients
  • Making a significant and lasting impact through dedicated work as a Financial Advisor
  • Staying informed on industry trends and enhancing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning
  • Achieving recognition from esteemed organizations
Qualifications:
  • The ideal candidate should excel in a competitive work environment
  • We seek a forward-thinking individual with an entrepreneurial spirit
  • Willingness to accept coaching and feedback is essential
  • Strong communication skills are crucial for this role
  • Self-discipline is vital for success in this position
  • Authenticity is a key attribute we look for in candidates
About the Company

New York Life Insurance Company/NYLIC Securities is a significant business based in New York, NY. We are dedicated professionals aiming to make a lasting impact on the financial well-being of individuals, families, and small businesses.



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