Holistic Financial Advisor: Build Lasting Client Trust

New York Life Insurance Co.; Lafayette (LA); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance Company seeks an Insurance Agent to build and serve a client base by understanding needs, educating on financial planning, and promoting customized plans to help families and businesses plan for the future. You will develop relationships, prospect for new clients, and provide compassionate guidance through life events, maintaining long-term trust and stability in the community.

This role rewards entrepreneurial initiative and strong communication, with opportunities to

Qualifications

• Sales experience preferred.
• Strong communication skills both written and verbal.
• Desire to help families and businesses to plan for the future.
• Strong business acumen.
• Professional business demeanor.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.

Responsibilities

• Build and serve a client base through understanding client needs.
• Educate clients on financial planning and future protection.
• Promote customized financial solutions to help clients reach long-term goals.
• Cultivate relationships and help families pursue financial security.
• Prospect for new clients and develop a professional network.

Skills

Sales experience

Strong communication

Entrepreneurial mindset

Business acumen

Professional demeanor

Perseverance

Community networking

Job description

New York Life Insurance Company seeks an Insurance Agent to build and serve a client base by understanding needs, educating on financial planning, and promoting customized plans to help families and businesses plan for the future. You will develop relationships, prospect for new clients, and provide compassionate guidance through life events, maintaining long-term trust and stability in the community.

This role rewards entrepreneurial initiative and strong communication, with opportunities to