Financial Professional

New York Life - South LouisianaLafayette, LA

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Job Description

We are seeking individuals who are:

Motivated to make a positive impact in the community
Driven to grow personally and professionally
Committed to serving clients long-term
Comfortable operating in a performance-based role
Interested in developing business and financial expertise

This role offers

The ability to impact the community in a positive way
Uncapped income potential
Defined career advancement opportunities
Education and licensing provided by New York Life
Autonomy to create your own schedule

If this describes you, consider joining New York Life as a Financial Professional.

Compensation:

$120,555

Responsibilities:

Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

Strong interpersonal and communication skills
Self-motivated with strong organizational abilities
Ability to build long-term client relationships
Business mindset and goal-oriented approach
High school diploma required; bachelor’s degree preferred
Ability to obtain required Louisiana Life & Health licenses
FINRA registrations may be required depending on the role's responsibilities

Employment is contingent upon background review and satisfaction of licensing requirements.

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations

Fortune 2024: World's Most Admired Companies
Handshake 2025: Early Talent Award
Forbes 2024: America's Best Employers for Diversity

5.1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies.

$983 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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FAQs About Financial Professional Jobs at New York Life - South Louisiana

What is the work location for this position at New York Life - South Louisiana?

This job at New York Life - South Louisiana is located in Lafayette, LA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at New York Life - South Louisiana?

Employer has not shared pay details for this role.

What employment applies to this position at New York Life - South Louisiana?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at New York Life - South Louisiana?

You can apply for this role at New York Life - South Louisiana either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.