Life & Wealth Advisor — Build Trusted Financial Plans

New York Life; Baton Rouge (LA); On-site; USD 50,000 - 80,000; Full time

Job summary

New York Life Insurance Company is seeking an Insurance Agent who guides clients toward financial security and preparedness for life events. The role emphasizes understanding client needs, educating on planning, and building lasting relationships within their communities.

Agents promote personalized insurance and financial solutions, leveraging networks and referrals. The company highlights stability, strong ratings, and equal opportunity employment.

Qualifications

• Understanding the needs and financial concerns of clients.
• Educating clients on planning for the future and life events.
• Promoting customized ways to achieve long-term financial goals.
• Cultivating relationships to pursue financial security for families/individuals.
• Building an insurance and financial practice through professional networks and prospecting.
• Providing guidance to clients during challenging life circumstances.
• Developing and maintaining long-term client bonds for trust and stability.

Responsibilities

• Understand clients' needs and financial concerns.
• Educate clients on planning for future events and life uncertainties.
• Promote customized approaches to reach financial goals.
• Cultivate relationships to secure financial stability for families.
• Build an insurance/financial practice through networks and prospecting.
• Provide guidance to clients during tough life events.
• Maintain long-term bonds with clients to build trust.

Skills

Sales experience

Communication skills

Networking

Job description

New York Life Insurance Company is seeking an Insurance Agent who guides clients toward financial security and preparedness for life events. The role emphasizes understanding client needs, educating on planning, and building lasting relationships within their communities.

Agents promote personalized insurance and financial solutions, leveraging networks and referrals. The company highlights stability, strong ratings, and equal opportunity employment.