Flexible Financial Professional: Client Impact & Growth

New York Life Insurance Co.

Baton Rouge (LA)

On-site

USD 50,000 - 75,000

Full time

10 days ago

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Job summary

New York Life Insurance Co. is seeking Financial Professionals who help clients address insurance and investment needs. This role emphasizes understanding client financial concerns, educating on planning for the future, and building long-term client relationships.

You will develop a practice through networks and prospecting, providing compassionate guidance during life events. The position emphasizes helping families and individuals pursue financial security and retirement planning, with

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.
Make an impact in your community by helping clients navigate retirement, college savings, and other lifestyle factors.