Financial Services Representative - Training Provided

Job Description

Financial Services Representative – Training Provided

Location
Morgan City, Louisiana

This position is based in Morgan City, LA. Applicants should live in the area or be able to commute to the territory.

Build a meaningful career with New York Life, a company known for financial strength and long-term stability. We are seeking individuals who want to help clients plan for the future while developing their own professional path.

As a Financial Services Representative, you will work directly with clients to assess financial needs and provide insurance and protection strategies. New York Life offers comprehensive training, licensing support, and resources to help you succeed in this role.

This is a great opportunity for individuals who are self-driven, entrepreneurial, and interested in building a career with income growth potential.

• $89,000 – $120,000 expected earnings at plan (performance-based)
• Industry-leading benefits package (health, retirement, and other standard employee benefits, as offered by NYL)
• Licenses provided at no cost to you
• Professional training and development programs
• Expert field consultants for guidance and mentorship
• Dedicated New York Life Home-Office support
• Digital sales and marketing tools
• Access to company and industry conferences
• Opportunities for leadership and management advancement

• Meet with individuals and families to evaluate insurance and financial protection needs
• Recommend life insurance and related financial solutions based on client goals
• Build and maintain long-term client relationships
• Generate new business through networking, referrals, and outreach
• Maintain accurate client records and documentation
• Assist clients through policy questions, service requests, and claims processes
• Stay informed on product offerings and industry trends

• Strong interpersonal and communication skills
• Self-motivated with a strong work ethic
• Comfortable building relationships and developing new business opportunities
• Ability to manage time effectively and work independently
• Basic familiarity with Microsoft Office or similar tools

Preferred but not required:
• Previous sales or customer service experience
• Background in insurance, financial services, or related industries
• Active Life and Health insurance license (licensing assistance available for qualified candidates)

New York Life is a Fortune 100 company and the largest mutual life insurer in the United States. With over 175 years of financial strength and stability, the company is committed to helping individuals, families, and businesses achieve financial security and protection.