Entry-Level Financial Advisor

NYL Insurance - Lafayette; Lafayette (LA); On-site; USD 60,000 - 150,000; Full time

Job summary

A leading financial services firm in Lafayette is seeking a Financial Agent to empower clients in achieving financial security. This role goes beyond sales, offering a purposeful career with flexibility and significant growth potential. Responsibilities include developing client relationships, educating clients on financial strategies, and providing customized financial solutions. Candidates should possess strong communication skills, a business mindset, and a passion for helping others. While a Bachelor’s degree is preferred, licenses for insurance and securities may be required.

Qualifications

• Must be able to obtain applicable state insurance licenses.
• Previous experience in sales, business, finance, management, or entrepreneurship is a plus.

Responsibilities

• Develop and maintain long-term relationships with clients.
• Educate clients on financial strategies.
• Provide customized solutions through various financial products.
• Build and manage your own client base through networking.
• Maintain active communication with clients.
• Pursue continued professional development.

Skills

Strong communication and interpersonal skills.

Business mindset with a drive to build a business.

Self-disciplined, coachable, and motivated to achieve goals.

Passion for helping others achieve financial security.

Education

Bachelor’s degree preferred

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.

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.

Qualifications

• Strong communication and interpersonal skills.
• Business mindset with a drive to build a business.
• 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 entrepreneurship is a plus.
• Must be able to obtain applicable state insurance licenses (and securities licenses if offering investment products).

Compensation

$60,000 - $150,000 yearly

About NYL Insurance - Lafayette

• 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
• Seramount 2024: Best Companies for Multicultural Women
• Over 5.1 million lives protected and $1.2 trillion in life insurance protection in force.