Independent Financial Professional

New York Life; Lafayette (LA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, life insurance

401(k) and pension

Professional training & credentialing

Job summary

New York Life invites motivated individuals to join as Financial Professionals, building a personal client base with the support of a Fortune 100 company. You’ll guide clients through retirement, protection, and education planning, offering tailored financial solutions.

After initial training, you can become independent and run your own practice, with licensing support, coaching, and tuition subsidies for approved credentials. A structured path leads to credentialed advisory opportunities.

Qualifications

• Self-motivated and proactive with a willingness to learn and grow.
• Strong communication and relationship-building skills.
• Coachable and open to feedback for ongoing improvement.
• Long-term career focus with a desire to build a client base.
• Understanding that compensation is commission-based with income potential.

Responsibilities

• Develop your own client base through networking, referrals, and community involvement.
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning).
• Offer tailored solutions across insurance and financial products.
• Grow your knowledge and skills through ongoing training and real-world experience.

Skills

Self-motivated

Strong communication

Coachable

Growth mindset

Commission-based pay understanding

Job description

New York Life invites motivated individuals to join as Financial Professionals, building a personal client base with the support of a Fortune 100 company. You’ll guide clients through retirement, protection, and education planning, offering tailored financial solutions.

After initial training, you can become independent and run your own practice, with licensing support, coaching, and tuition subsidies for approved credentials. A structured path leads to credentialed advisory opportunities.