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Financial Service Professional

Company: NewYorkLife/ NYLIFE Securities LLC
Location: Lafayette
Posted on: June 2, 2024

Job Description:

Seeking a Financial Service Professional based in Lafayette, LA, US



Primary focus is on fostering client relationships and assisting them in reaching their financial objectives.



Responsibilities involve preparing clients for unforeseen life circumstances and safeguarding their financial well-being.



Exciting career opportunity with a respected company that places a high value on customer contentment.



Key duties include grasping client requirements, offering financial knowledge, and advocating personalized financial strategies.



Professionals enhance their expertise by broadening professional connections and attracting new clientele.



Desired candidate qualities encompass a sales background, effective communication abilities, and a commitment to aiding families and businesses in financial planning.



New York Life stands out as a premier financial firm renowned for its exceptional standards and financial stability.



New York Life Insurance Company is committed to providing equal employment opportunities.

Responsibilities:
--- Establish and maintain strong, enduring relationships with clients in Lafayette, LA to secure their financial future
--- Tailor financial solutions by utilizing a range of insurance and investment products from NYLIFE Securities LLC to address individual client needs
--- Specialize in providing Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning services
--- Function as a Registered Investment Advisor with Eagle Strategies LLC to deliver comprehensive financial advice
--- Engage in sponsored marketing initiatives and present personalized group health insurance options to clients
--- Work towards personal and financial growth alongside clients in Lafayette, LA
--- Make a lasting positive impact through the role of a Financial Advisor
--- Stay abreast of industry trends and pursue continuous education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning

Qualifications:
--- Looking for dedicated individuals in Lafayette, LA who aim to positively influence the financial stability of individuals, families, and small businesses
--- This role offers a meaningful career with the potential for long-lasting impacts, moving beyond a typical sales position
--- Guide clients expertly through crucial decisions such as retirement planning and college savings to provide them with peace of mind
--- Witness the positive outcomes of your work as an insurance agent for years to come
--- Committed to personal and professional growth to ensure clients' lasting financial security

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

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