Financial Professional

6 days ago


Lafayette, Louisiana, United States NYL Insurance - Lafayette Full time $60,000 - $150,000 per year

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you New York Life is growing its team by hiring a financial services professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see

Compensation:

$60,000 - $150,000 yearly

Responsibilities:

  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications:

  • Strong relationship management skills and/or experience required
  • Must have the ability to successfully network and prospect for new clients
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required

  • Do not need to already have a financial license. We do pay for the education and tests to help acquire the needed licenses

About Company

About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors



  • Lafayette, Louisiana, United States Fifth Third Bank Full time $60,000 - $120,000 per year

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program.  This includes rotations in Operations, Sales & Service,...

  • Accounting Director

    11 hours ago


    Lafayette, Louisiana, United States The Extra Mile Full time

    Accounting Director Job DescriptionThe Extra Mile is seeking an Accounting professional to oversee and manage the bookkeeping, accounting and financial needs of our agency. The Extra Mile is a private nonprofit organization that provides services to children, women and families with focus placed on mental health and addiction. For more information visit our...

  • Accountant

    6 days ago


    Lafayette, Louisiana, United States CPA Firm (Lafayette, LA) Full time $45,000 - $55,000 per year

    Job OverviewWe are seeking a detail-oriented and reliable Accountant to join our growing CPA firm. The ideal candidate will manage multiple client accounts, maintain accurate financial records, and ensure compliance with accounting standards. This role requires strong technical accounting skills, proficiency in QuickBooks Online and Desktop (required), and...

  • Insurance Producer

    3 days ago


    Lafayette, Louisiana, United States Horace Mann - Agent Opportunities Full time $60,000 - $120,000 per year

    Join Horace Mann: Empower Educators, Achieve Financial SuccessReady to Make a Difference?Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. Together, we can help educators secure their future while empowering you to achieve your own.As an Insurance...


  • Lafayette, Louisiana, United States Revvity Full time $78,500 - $110,000

    Job TitleSenior Cost and Inventory AccountantLocation(s)LafayetteAbout UsRevvity is a developer and provider of end-to-end solutions designed to help scientists, researchers, and clinicians solve the world's greatest health challenges. We pair the enthusiasm of an industry disruptor with the experience of a longtime leader. Our team of 11,000+ colleagues...


  • Lafayette, Louisiana, United States Bryson Law Firm, LLC Full time $42,000 - $54,000 per year

    Job Title: Paralegal/Legal AssistantLocation: Hybrid/RemoteEmployment Type: Full-TimeCompensation: $19-$22 per hour, based on experienceAbout Us:For nearly 25 years, Bryson Law Firm, LLC has proudly served as Louisiana's premier Tax Resolution Law Firm. With offices across Louisiana and Texas, and a growing team and client base spanning the nation, we offer...


  • Lafayette, Louisiana, United States Franciscan Alliance, Inc. Full time $45,000 - $55,000 per year

    Franciscan Health Lafayette East Campus1701 S Creasy Ln Lafayette, Indiana 47905The Patient Access Rep I performs tasks related to preregistration, registration, patient financial counseling, and collections of patient liabilities of co-payments. This position works with medical staff, revenue cycle departments, nursing departments, and ancillary...

  • Business Manager

    2 days ago


    Lafayette, Louisiana, United States Acadian Ambulance Service Full time

    Acadian Ambulance has an exciting opportunity for a Business Manager to join the National EMS Academy's team in Lafayette, LA. Reporting directly to the Director of the National EMS Academy, the Business Manager plays a key leadership role in shaping the future of EMS education. This individual will lead a talented team, drive strategic initiatives, and...


  • Lafayette, Louisiana, United States Curana Health Full time $45,000 - $60,000 per year

    :At Curana Health, we're on a mission to radically improve the health, happiness, and dignity of older adults—and we're looking for passionate people to help us do it.As a national leader in value-based care, we offer senior living communities and skilled nursing facilities a wide range of solutions (including on-site primary care services, Accountable...


  • Lafayette, Louisiana, United States Ochsner Health Full time $40,000 - $60,000 per year

    We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve, heal, lead, educate, and innovate. We believe that every award earned, every record broken and every patient helped is because of the dedicated employees who fill our hallways.At Ochsner, whether you work with patients every day or support...