Financial Service Professional

Company: NewYorkLife/ NYLIFE Securities LLC
Location: Lafayette
Posted on: April 15, 2024

Job Description:

Insurance Agent with New York Life Insurance Company

The fundamental foundation of a New York Life Insurance Agent's role is built client by client

Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.

What is expected of our Agents?



--- 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 the community over time.

Qualities that we look for in our Agents:

--- Sales experience preferred with a strong entrepreneurial mindset.
--- Strong communication skills both written and verbal.
--- Desire to help families and businesses to "Be Good at Life."
--- Strong business acumen.
--- Professional business demeanor.
--- Perseverance in the face of a challenge.
--- Ability to engage your community and leverage personal networks/contacts.

About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Source: Individual Third Party Ratings Reports as 7/30/18.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Responsibilities:
--- Develop and maintain long-lasting relationships with clients in Lafayette, LA to safeguard their financial future
--- Customize financial solutions using a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs
--- Specialize in delivering Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
--- Serve as a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial advice
--- Participate in sponsored marketing campaigns and offer personalized group health insurance options to clients
--- Strive for personal and financial advancement alongside clients in Lafayette, LA
--- Create a positive and enduring impact through your role as a Financial Advisor
--- Stay informed on industry trends and pursue ongoing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning

Qualifications:
--- Seeking individuals dedicated to positively impacting the financial stability of individuals, families, and small businesses in Lafayette, LA
--- This role offers a purposeful career with the potential for long-lasting effects, not just a standard sales position
--- Providing clients with peace of mind by expertly guiding them through important decisions like retirement planning and college savings
--- Opportunity to witness the positive outcomes of your work for years to come as an insurance agent
--- Commitment to personal and professional growth to ensure lasting financial security for clients

About Company:
New York Life Insurance Company/NYLIC Securities is a large business in New York, NY. We are professional and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.



https://www.newyorklife.com/recruiter/mdpham01

Keywords: NewYorkLife/ NYLIFE Securities LLC, Lafayette , Financial Service Professional, Accounting, Auditing , Lafayette, Louisiana