Financial Professional

Job overview

The Financial Professional role is onsite in New Orleans, LA, with compensation listed at $50,000–$150,000 per year. New York Life helps individuals and families pursue financial goals and protect their families. The role builds client relationships and provides tailored financial guidance, reviewing plans as clients’ objectives change. Ongoing learning and collaboration help the professional deliver current advice and support clients’ long-term financial goals.

What you'll do

• Develop and maintain client relationships
• understand financial needs and goals
• provide personalized financial advice and solutions
• review financial plans and adjust strategies as objectives evolve
• stay informed about industry trends and regulatory changes
• collaborate with team members
• use financial tools and resources to support client service
• participate in ongoing training and professional development.

What we're looking for

Skills & competencies

financial professional

new orleans la

new york life

financial advice

client relationships

financial planning

insurance and financial products

plan reviews

client service

professional development

$50k–$150k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive training and ongoing professional development
• advanced tools and resources
• peer network
• performance-based rewards.

Why this role

The posting describes comprehensive training, advanced tools, a flexible career path, autonomy, and performance-based rewards.

About the employer

New York Life - New Orleans is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.