Financial Advisor

New York Life

Job Description

Insurance Agent with New York Life Insurance Company

The fundamental foundation of a New York Life Insurance Agent’s role is built client by client.

Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.

What is expected of our Agents?

The ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivate relationships and help every family member or individual pursue financial security.
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Provide compassion and guidance to clients when unfortunate life circumstances arise.
Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.

Qualities that we look for in our Agents:

Sales experience preferred with a strong entrepreneurial mindset.
Strong communication skills both written and verbal.
Desire to help families and businesses to “Be Good at Life.”
Strong business acumen.
Professional business demeanor.
Perseverance in the face of a challenge.
Ability to engage your community and leverage personal networks/contacts.

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Source: Individual Third Party Ratings Reports as 7/30/18.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Apply

Vacancy posted 15 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Baton Rouge, LA vacancy

Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...
Suggested
Full time
Work at office
Flexible hours
Bankers Life
Baton Rouge, LA
1 day ago
Financial Advisor
...We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will...
Suggested
Full time
Prudential Financial
Baton Rouge, LA
3 days ago
Financial Advisor
...We are looking for Experienced Advisors to join our Team Hit Apply below to send your application for consideration Ensure that your... ...making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth...
Suggested
Prudential Financial
Baton Rouge, LA
3 days ago
Financial Advisor
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Baton Rouge, LA
20 hours ago
Patient Financial Advisor
...Patient Financial Advisor A patient financial advisor at a hospital assists patients in understanding their medical bills, insurance coverage, and payment options. They provide guidance on financial assistance programs and help patients navigate billing processes to...
Suggested
Work at office
Franciscan Missionaries of Our Lady Health System
Baton Rouge, LA
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Baton Rouge, LA
4 days ago
Associate Financial Advisor
...Associate Financial Advisor This job posting is anticipated to remain open for 30 days, from 30-Jul-2026. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and...
Full time
Temporary work
Flexible hours
Edward Jones
Baton Rouge, LA
3 days ago
Financial Representative
...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...
Work at office
Local area
Western & Southern Life
Baton Rouge, LA
20 hours ago
Financial Aid Counselor
...Financial Aid Counselor The financial aid coordinator position within Louisiana State University's office of financial aid & scholarships... ...impression that they are a danger to themselves or others, the advisor should immediately contact the Care Team, the Dean of Students...
Work at office
Immediate start
Flexible hours
Louisiana State University (LSU)
Baton Rouge, LA
9 hours ago
Patient Financial Counselor
...current information is documented in MosaiQ; Meets with patients during their initial physician consult; discusses their comprehensive financial responsibility based on their benefits; Ensures patients understand their financial responsibility & options to pay; Assists the...
Mary Bird Perkins Cancer Center
Baton Rouge, LA
2 days ago
Financial Representative Entry Level
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Ward Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...
Internship
Live out
Work at office
Local area
Work from home
Flexible hours
Ward Region - Modern Woodmen of America
Baton Rouge, LA
3 days ago
Remote Financial Services Consultant
Home-Based Client Role Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why People Stay 1. Control...
Remote job
Full time
Part time
Work from home
Flexible hours
AOGarcia
Baton Rouge, LA
2 days ago
Financial Counselor- O'Neal- Part Time
...paced ever changing environment. Ability to remain calm and professional in high pressure/stressful situations regarding patient financial and medical conversations. Ability to work with minimal supervision and make independent decisions. Reliable transportation...
Part time
Work experience placement
Work at office
Local area
Immediate start
Ochsner Clinic Foundation
Baton Rouge, LA
1 day ago
Wealth Advisor
$60k - $145k
...and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners...
Temporary work
Flexible hours
Carson Group Holdings LLC
Baton Rouge, LA
a month ago
Financial Services Representative
...Financial Representative – Build Your Career While Impacting Lives Are you driven, people-focused, and ready to take control of your future? We’re looking for a motivated individual who is passionate about helping others achieve long-term financial success while building...
Full time
Local area
Modern Woodmen of America
Baton Rouge, LA
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Baton Rouge, LA
2 days ago
FP&A Analyst
...Financial Analyst Keller Executive Search is partnering with a leading organization to identify a talented Financial Analyst who can turn data into insight and insight into action. Our client operates in a dynamic, growth-oriented sector where sound financial analysis...
Full time
Keller Executive Search
Baton Rouge, LA
3 days ago
Associate Wealth Advisor
$60k - $75k
...and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners...
Temporary work
Interim role
Flexible hours
Carson Group Holdings, LLC
Baton Rouge, LA
4 days ago
Personal Banker - Floating
...existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement... ...and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve...
Local area
Renasant Bank
Baton Rouge, LA
2 days ago
Commercial Lender - Banking
$225k
...About the Company We are representing a well-capitalized regional financial institution actively expanding its commercial presence across Louisiana and the Gulf South. This is a true production role—not a back-office portfolio maintenance seat. You’ll have the autonomy...
Full time
Local area
Crescent Search, Inc.
Baton Rouge, LA
2 days ago
Relationship Banker - Baton Rouge Bayou Market - Baton Rouge, LA
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...
Immediate start
Afternoon shift
JPMorgan Chase
Baton Rouge, LA
9 hours ago
Relationship Banker - Airline Branch - Baton Rouge, LA
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...
Immediate start
Afternoon shift
Chase
Baton Rouge, LA
3 days ago
Relationship Banker - Baton Rouge Bayou Market - Baton Rouge, LA
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...
Afternoon shift
Chase
Baton Rouge, LA
1 day ago
Data Security Analyst
$125k - $150k
United States Suitability/Public Trust Fully remote Information Technology Overview GovCIO is seeking a highly experienced Data Security Analyst - Master to lead the design, implementation, operation, and continuous improvement of enterprise security controls...
Full time
Remote work
Flexible hours
GovCIO
Baton Rouge, LA
3 days ago
Private Banker
...borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new...
Local area
Hancock Whitney
Baton Rouge, LA
1 day ago
Commercial Loan Officer
...Commercial Relationship Manager – Path to Executive Position A well-established community financial institution is seeking an experienced Commercial Relationship Manager for its Baton Rouge market. This position is designed as a succession opportunity, with the successful...
Local area
gpac
Baton Rouge, LA
4 days ago
Financial Advisor (Baton Rouge)
Description: Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet...
Full time
Magnolia Wealth Strategies
Baton Rouge, LA
a month ago
U.S. Private Bank Private Banker Vice President or Executive Director
...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...
Temporary work
Work experience placement
Local area
Chase
Baton Rouge, LA
20 hours ago
Information Security Analyst III
$106.68k - $170.73k
...business partners to develop and maintain monitoring content relevant to their use cases related to academic integrity investigations, financial aid fraud, and system/network administration. Analyze, implement, and approve tuning of alert content and security tools. Remain...
Full time
Remote work
Worldwide
Southern New Hampshire University
Baton Rouge, LA
11 hours ago
Main Bank Cashier
...just one component of our competitive Total Rewards package, which includes wellness programs designed to support our team members' financial, physical, and mental well-being. Specific benefits—such as day‑one medical coverage, 401(k) matching, and annual performance...
Work experience placement
Local area
Shift work
Night shift
L'Auberge Baton Rouge
Baton Rouge, LA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!