Trusted Financial Advisor | Life & Retirement Planning

New York Life; Lafayette (LA); On-site; USD 35,000 - 75,000; Full time

Job summary

New York Life Insurance Company seeks Insurance Agents to serve clients with tailored financial guidance. You will assess needs, educate on planning for the future, and help families prepare for life events while promoting customized life and financial solutions.

The role rewards relationship building and community networking, requiring strong communication, entrepreneurial mindset, business acumen, and a professional demeanor as you pursue long-term bonds with clients and secure financial

Qualifications

• Ability to understand clients' financial needs.
• Ability to educate clients on planning for the future.
• Build an insurance and financial practice through networking.

Responsibilities

• Understand clients' financial concerns.
• Educate clients on planning for the future.
• Promote customized ways to achieve long-term goals.
• Cultivate relationships and pursue financial security for families.
• Build an insurance and financial practice through networking.
• Provide guidance to clients during life events.
• Develop long-term bonds with clients for trust and stability.

Skills

Sales experience

Communication skills

Entrepreneurial mindset

Business acumen

Professional demeanor

Networking

Job description

New York Life Insurance Company seeks Insurance Agents to serve clients with tailored financial guidance. You will assess needs, educate on planning for the future, and help families prepare for life events while promoting customized life and financial solutions.

The role rewards relationship building and community networking, requiring strong communication, entrepreneurial mindset, business acumen, and a professional demeanor as you pursue long-term bonds with clients and secure financial