Financial Services Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. is hiring a Financial Services Professional to deliver guidance and practical financial services to clients in Baton Rouge, LA. This is an in-person, full-time role focused on building strong client relationships, evaluating financial needs, and supporting the growth of the client base while following industry compliance expectations.

What you will do

• Develop and maintain client relationships through effective communication and strong customer service.
• Review clients’ financial situations to help identify tailored solutions aligned with individual needs.
• Support clients with benefits administration, insurance sales, and retirement planning activities.
• Perform outside sales to expand the client base and promote financial products.
• Collaborate with team members to improve service delivery and client satisfaction.
• Provide warm, professional support for new and existing clients, including booking appointments, responding to inquiries, answering insurance eligibility questions, and addressing claim submission questions related to billing and insurance policies.
• Identify new client insurance needs and risk considerations by understanding goals, current coverage, and overall financial situation through scheduled meetings.
• Grow new business by generating prospective customers and advertising insurance products through networking, requesting referrals, and using other marketing strategies.
• Maintain databases, records, and bookkeeping so all paperwork remains current.

What you will bring

• Proven retail sales or outside sales experience with a track record of closing deals.
• Strong negotiation skills and the ability to advocate effectively for clients.
• Analytical capability to assess financial information and develop strategic recommendations.
• Exceptional customer service skills to ensure a positive experience for clients.
• Ability to work independently and as part of a team in a fast-paced environment.
• Self-discipline, confidence, resilience, persistence, and determination.

Education

• Bachelor’s degree (preferred)

Compensation & schedule

• Pay: USD $74,000 - $130,000 per year
• Job type: Full-time
• 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

Application questions

• How many years of sales experience do you have?
• Do you have experience with lead generation?