Client-Focused Financial Planner

New York Life Insurance Co.; Baton Rouge (LA); On-site; USD 50,000 - 80,000; Full time

Job summary

New York Life Insurance Company is seeking a Financial Professional to help clients navigate retirement, college savings, and other financial goals. You will educate clients, build trusted relationships, and develop customized strategies for long-term security.

Join a Fortune 100 company known for strong financial strength and a commitment to serving policy owners with a flexible, client-centric approach.

Qualifications

• Ability to understand clients' financial concerns and goals.
• Strong interpersonal and communication skills for client education.
• Proven ability to build and maintain long-term client relationships.
• Self-motivated with a drive to prospect and grow a financial practice.

Responsibilities

• Identify client needs and educate them on financial planning options.
• Develop customized strategies to help clients achieve long-term financial security.
• Build and nurture professional networks to prospect new clients.
• Provide guidance and compassionate support to clients during life events.

Job description

New York Life Insurance Company is seeking a Financial Professional to help clients navigate retirement, college savings, and other financial goals. You will educate clients, build trusted relationships, and develop customized strategies for long-term security.

Join a Fortune 100 company known for strong financial strength and a commitment to serving policy owners with a flexible, client-centric approach.