Entry-Level Financial Advisor
$60k - $150kNYL Insurance - Lafayette
Job Description
Job Description
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 rewarding business of your own.
This is more than a sales role — it’s a career with purpose , flexibility, and unlimited growth potential. You’ll receive world-class training, mentorship, and the support of a Fortune 100 company with over 180 years of financial strength and stability
Compensation:$60,000 - $150,000 yearly
Responsibilities:- Develop and maintain long-term relationships with clients to help them reach their financial goals.
- Educate clients on financial strategies such as retirement planning, college funding, and income protection.
- Provide customized solutions through life insurance, annuities, long-term care, and investment products.
- Build and manage your own client base through networking, referrals, and community engagement.
- Maintain active communication with clients to ensure their evolving needs are met.
- Pursue continued professional development through New York Life’s training and mentorship programs.
- Strong communication and interpersonal skills.
- Business mindset with a drive to build a career.
- Self-disciplined, coachable, and motivated to achieve goals.
- Passion for helping others achieve financial security.
- Bachelor’s degree preferred (not required).
- Previous experience in sales, business, finance, management, or ventureship is a plus.
- Must be able to obtain applicable state insurance licenses (and securities licenses if offering investment products).
- U.S. work authorization required.
- Fortune 100 company with more than 180 years of history and financial strength.
- Mutual company structure — accountable only to our policyholders, not Wall Street.
Recognized by:
- Fortune 2024: World’s Most Admired Companies
- Forbes 2024: America’s Best Employers for Diversity
- Seramount 2024: Best Companies for Multicultural Women
- Over 5.1 million lives protected and $1.2 trillion in life insurance protection in force.
$80k - $141.23k
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