Financial Advisor
New York Life
Job Description
Job Description
Insurance Agent with New York Life Insurance Company
The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.
What is expected of our Agents?
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivate relationships and help every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Qualities that we look for in our Agents:
- Sales experience preferred with a strong entrepreneurial mindset.
- Strong communication skills both written and verbal.
- Desire to help families and businesses to “Be Good at Life.”
- Strong business acumen.
- Professional business demeanor.
- Perseverance in the face of a challenge.
- Ability to engage your community and leverage personal networks/contacts.
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
**Source: Individual Third Party Ratings Reports as 7/30/18.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedFull timeWork at officeDay shift- ...Description Our firm is growing, and we're looking for an experienced Financial Advisor who is passionate about helping individuals, families, and business owners achieve their financial goals. If you thrive on building long-term client relationships, providing strategic...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will...Suggested
$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...SuggestedFull timeTemporary workLocal areaFlexible hours- Overview Financial Advisor Training Class Your Gateway to Financial Advisory Excellence Duration: 12 Weeks Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in LA or being willing to relocate to LA). Investment: Comprehensive...Live inRelocationVisa sponsorship
- The Financial Advisor serves customers of Gulf Coast Bank by providing investment, retirement, and wealth management guidance. This role is responsible for understanding client needs, recommending appropriate products and services, and ensuring compliance with all applicable...Bank staff
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
- ...Description Join us as an Entry-Level Financial Advisor and become part of a company with more than 180 years of history and a commitment to empowering individuals and businesses. At NYL Insurance, you'll have the opportunity to grow within a Fortune 100 company known...
$80k - $141.23k
...Job Description Job Description Joining New York Life as an Entry-Level Financial Advisor means stepping into a role where your work truly impacts others. With over 180 years of history, our commitment to helping families achieve their financial goals is unwavering...$60k - $150k
At New York Life, we believe in empowering people to take control of their financial futures — both for themselves and the clients they serve. As a Financial Agent , you’ll build lasting relationships, help individuals and families achieve financial security, and grow a...- Come grow with us. We are hiring a Client Service Associate to join an established team of Financial Advisors in the Lafayette area. By addressing our clients’ investment goals with sound strategies, we are able to help them succeed financially. Required qualifications...Full timeWork at office
- ...Organization : Name LAFAYETTE LA Default: Location : City LAFAYETTE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
- ...A regional financial services organization in Lafayette, Louisiana is looking for an Insurance Agent to assess client insurance needs and provide top-notch customer service. Ideal candidates are community-focused, enthusiastic, and goal-driven with an athletic or military...Work from homeFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual‑ Lafayette is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full time- 1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director at Southern Financial Group - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs...Full timeInternship
- ...maintaining active involvement in the communities we serve. Position Summary Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- DescriptionWith constant innovation, cutting-edge technology, and fast-paced development, we’re looking for talented professionals to join our Information Technology team to help us continue delivering an unparalleled customer experience. The Security Operations team protects...Visa sponsorship
- ...site at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workWork at office
- Sysco is seeking a Finance Associate in Broussard, LA to support OpCo operations and collaborate with Sysco Business Services. You will handle local payments, deposits, petty cash, will call transactions, and scanning of supporting documentation to ensure timely processing...Local area
$20 - $30 per hour
...Financial Representative State Farm Agent Team Member Carson Baranik - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Representative State...Hourly payFor contractorsWork at officeRelocation package- ...Description On site at location listed in job posting. The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Temporary workWork at office
- ...site at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workWork at office
$63.7k - $139.3k
Information Security Analyst CGI Federal seeks a technically skilled Information Security Analyst to ensure comprehensive compliance with NIST SP 800 53 controls across cloud based and on premises systems. This role requires hands on expertise in understanding, implementing...Work at officeLocal area$112.7k - $193.2k
...Director is a high impact individual contributor who serves as the operational and analytical right hand to the Vice President of Financial Planning & Analysis. This role owns the quarterly forecasting model, leads data gathering for upstream and executive reporting, and...Remote jobMinimum wageFull timeWork experience placementLive inWork at officeLocal areaShift work$130k - $200k
Commercial Lender A growing Louisiana-based community bank is seeking an experienced Commercial Lender to help expand and develop its market presence. This is a high-visibility opportunity for a motivated lender who enjoys business development, relationship management...Local areaImmediate start- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- finance associate Lafayette, LA
- financial counselor Lafayette, LA
- associate corporate finance Lafayette, LA
- financial consultant Lafayette, LA
- estate planning consultant Lafayette, LA
- financial planning assistant Lafayette, LA
- financial planner Lafayette, LA
- financial advisor associate Lafayette, LA
- financial associate Lafayette, LA
- financial advisor Lafayette, LA


