Financial Services Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. is seeking a dedicated Financial Services Professional to deliver client-focused guidance, support insurance and retirement planning, and drive new business through outside sales activities.

Responsibilities

• Build and maintain client relationships through effective communication and strong customer service
• Review clients’ financial situations and develop tailored solutions aligned to their needs
• Support clients with benefits administration, insurance sales, and retirement planning
• Perform outside sales activities to expand the client base and promote financial products
• Work with team members to improve service delivery and increase client satisfaction
• Provide warm, professional service for onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, addressing insurance eligibility, and answering questions related to insurance policies, billing, and claim submissions
• Assess new customer insurance needs by identifying risk, goals, current coverage, and financial situation through scheduled meetings to ensure a personalized experience
• Grow new business by generating prospective customers and promoting insurance products via networking, referrals, and other marketing strategies
• Maintain databases, records, and bookkeeping; keep paperwork up to date

Requirements

• Proven experience in retail sales or outside sales, with demonstrated ability to close deals
• Strong negotiation skills and ability to advocate effectively for clients
• Analytical capability to evaluate financial data and formulate strategic recommendations
• Exceptional customer service skills to ensure a positive client experience
• Ability to work independently and collaboratively in a fast-paced environment
• Self-discipline
• Confidence
• Resilience
• Persistence
• Determination
• Sales experience details: How many years of sales experience do you have?
• Lead generation experience: Do you have experience with lead generation?
• Bachelor’s degree (preferred)

Compensation & Employment Details

• Job type: Full-time
• Salary: USD 74,000 - 130,000 per year
• Pay: $74,000.00 - $130,000.00 per year
• Work location: In person
• Ability to commute: Baton Rouge, LA 70808 (Required)

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Vision insurance