Financial Professional

New York Life - South Louisiana; Lafayette (LA); On-site; USD 108,499 - 132,610; Full time

Job summary

New York Life - South Louisiana is looking for motivated Financial Professionals to provide financial advice and strategies tailored to clients' needs. Candidates should have strong communication and organizational skills and be comfortable in a performance-based role. A high school diploma is required, with a bachelor's degree preferred. Successful candidates will earn a competitive salary of $120,555 per year and must obtain relevant licenses. Employment will be contingent on a background review.

Qualifications

• Strong interpersonal and communication skills are essential.
• Self-motivated and organized individuals will thrive.
• Candidates must build long-term relationships with clients.

Responsibilities

• Provide financial advice based on client's financial goals.
• Help clients implement financial recommendations.
• Identify and approach new prospects to build client base.
• Compile client financial information to guide strategies.
• Maintain exceptional client service and communication records.

Skills

Interpersonal skills

Organizational skills

Client relationship building

Business mindset

Goal-oriented

Education

High school diploma

Bachelor’s degree

Job description

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

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

Responsibilities

• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Execute 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.

Compensation

$120,555 per year.