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Associate Financial Rep Jobs in Louisiana (NOW HIRING)

Ameriglobe LLC

Sales Support Representative

Lafayette, LA

$15.75 - $21.50/hr

Serve as a liaison between customers, sales representatives, warehouse personnel, and management ... Associate's or bachelor's degree in business administration, Accounting, Finance, Marketing, or a ...

Ochsner Health

Patient Access Rep

Baton Rouge, LA · On-site

$16.50 - $21/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

New Orleans, LA · On-site

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

Lafayette, LA

$16.50 - $21/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

New Orleans, LA · On-site

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

Baton Rouge, LA · On-site

$16.50 - $21/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ameriglobe LLC

Sales Support Representative

Lafayette, LA · On-site

$15.75 - $21.50/hr

Position Summary In need of a highly organized and detail-oriented Sales Support Representative for ... Associate's or bachelor's degree in business administration, Accounting, Finance, Marketing, or a ...

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All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Louisiana

Associate Financial Rep information

What is an associate financial rep?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What are some common challenges faced by an associate financial rep during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are the key skills and qualifications needed to thrive as an associate financial rep, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.
Associate Financial Rep jobs near you

Insurance Representative

Transamerica Life Insurance Company

Baton Rouge, LA

$53K - $67K/yr

Full-time

Re-posted 4 days ago

Job description

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative’s Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity.

The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor’s approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

The Representative will establish annual individualized objectives on the Representative’s Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual’s activity, sales, service and training goals established in the Representative’s Marketing Plan.

The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

Qualifications

Education – High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred.

Years and type of experience required/preferred – One to 3 years of experience in an insurance sales environment preferred, but not required.

Life and health insurance license is required.

Valid driver’s license and dependable/reliable transportation.

Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner. 

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