Baton Rouge, LA

Finance Jobs in Baton Rouge, LA

2 jobs found

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1d ago

Financial Services Professional

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

Baton Rouge, LA

1d ago

$74k - $130k/yr Full time Associate Financial Advisor Business Development Client Relations

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Job Description

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?

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1mo ago

Financial Services Professional

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

Baton Rouge, LA

1mo ago Closed

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

This position is no longer accepting applications (closed Oct 23, 2026).

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

View full job page →

Finance Jobs in Baton Rouge, LA

Financial Services Professional

Financial Services Professional

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