Field-Based Financial Advisor — Flexible, Client-Focused

New York Life Insurance Co.; Baton Rouge (LA); On-site; USD 75,000 - 110,000; Full time

Job summary

New York Life Insurance Company is seeking Financial Professionals who educate clients, build lasting relationships, and help families pursue financial security through customized strategies. This role emphasizes flexible schedules, community impact, and serving clients in their planning for retirement, education, and life events.

As a mutual company, we focus on delivering lifelong value to policy owners while providing guidance and support through a broad range of insurance and investment

Responsibilities

• The ability to understand the needs and financial concerns of clients.
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivate relationships and help every family member or individual pursue financial security.
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
• Provide compassion and guidance to clients when unfortunate life circumstances arise.
• Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
• As a Financial Professional, you'll have the opportunity each day to see how you impact individuals, families, and small businesses for the better.

Job description

New York Life Insurance Company is seeking Financial Professionals who educate clients, build lasting relationships, and help families pursue financial security through customized strategies. This role emphasizes flexible schedules, community impact, and serving clients in their planning for retirement, education, and life events.

As a mutual company, we focus on delivering lifelong value to policy owners while providing guidance and support through a broad range of insurance and investment