Finance Jobs in Baton Rouge, LA

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Financial Services Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Baton Rouge, LA

Baton Rouge, LA

Today

$74k - $130k/yr Full time Advisor Benefits Administration Business Development

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Job Description

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

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