Financial Professional

Description

We are seeking individuals who are :

• Motivated to make a positive impact in the community
• Driven to grow personally and professionally
• Committed to serving clients long-term
• Comfortable operating in a performance-based role
• Interested in developing business and financial expertise

This role offers

• The ability to impact the community in a positive way
• Upside income potential
• Defined career advancement opportunities
• Education and licensing provided by New York Life
• Autonomy to create your own schedule

If this describes you, consider joining New York Life as a Financial Professional.

Responsibilities

• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Strong interpersonal and communication skills
• Self-motivated with strong organizational abilities
• Ability to build long-term client relationships
• Business mindset and goal-oriented approach
• High school diploma required; bachelor's degree preferred
• Ability to obtain required Louisiana Life & Health licenses
• FINRA registrations may be required depending on the role's responsibilities

Employment is contingent upon background review and satisfaction of licensing requirements.