EntryLevel Financial Advisor

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

Job summary

A leading insurance company in Lafayette is seeking a Financial Agent to empower individuals in achieving financial security. In this role, you will develop client relationships, provide customized financial solutions, and manage your own client base. With a focus on client education and professional development, this position offers significant growth potential alongside world-class training from a reputable firm.

Qualifications

• Previous experience in sales, business, finance, management, or entrepreneurship preferred.
• Must be able to obtain applicable state insurance licenses.
• U.S. work authorization required.

Responsibilities

• Develop and maintain long-term relationships with clients.
• Educate clients on financial strategies.
• Provide customized financial solutions.
• Build and manage your own client base.

Skills

Strong communication and interpersonal skills

Business mindset

Self-disciplined and motivated

Passion for helping others

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).
• U.S. work authorization required.

Compensation

$60,000 - $150,000 per year