Financial Representative Jobs in Louisiana
Financial representative jobs in Louisiana are concentrated in personal finance, insurance, and wealth management, with steady hiring at every level from entry-level associates to senior client advisors. The largest markets are New Orleans, Baton Rouge, and Shreveport, where firms like New York Life, Northwestern Mutual, and Regions Bank maintain strong Louisiana presences. The most in-demand specialties include life and health insurance sales, retirement planning, and investment advisory services. Find a role that fits below and apply directly.
Find Financial Representative JobsOverview
Showing 5 of 30+ Financial Representative jobs
Your job is more than a job
Be the First Step in a Patient’s Healthcare Journey
As a Patient Access Representative (PAR), you play a vital role in creating a smooth, supportive experience for patients and families from the moment they connect with us. Whether you’re scheduling appointments, verifying insurance, assisting with admissions, or helping patients understand their financial responsibilities, your work helps keep care moving forward.
This role combines customer service, problem-solving, and attention to detail in a fast-paced healthcare environment where compassion and communication matter every day.
What You’ll Do
Greet and assist patients, families, and visitors in person and by phone
Schedule appointments and coordinate patient services accurately and efficiently
Register patients and update demographic, insurance, and guarantor information
Verify insurance eligibility and collect required documentation
Support admissions, transfers, discharges, and bed placement processes as needed
Explain financial responsibilities, collect payments, and connect patients with financial assistance resources
Answer calls and direct patients to the appropriate departments and services
Collaborate with clinical and support teams to help ensure a seamless patient experience
- What Makes You Great in This Role
You genuinely enjoy helping people and creating positive experiences
You stay organized and calm in a fast-paced environment
You communicate clearly and confidently with patients and team members
You can multitask while maintaining accuracy and attention to detail
You’re compassionate, professional, and solutions-focused
What You Bring
Strong customer service and interpersonal skills
Excellent communication and problem-solving abilities
Comfort working with patient registration, scheduling, insurance verification, and financial processes
Basic computer proficiency and ability to learn healthcare systems quickly
Strong organizational and time management skills
Minimum Requirement
High School Diploma or GED (or equivalent experience)
2 years of customer service and/or healthcare experience preferred
Why This Role Matters
Healthcare can feel overwhelming for patients and families.
Your role helps create clarity, confidence, and connection during every step of the patient experience—from scheduling to registration to financial guidance.
Make a difference—one patient, one interaction, one visit at a time!
WORK SHIFT:
Days (United States of America)LCMC Health is a community.
Our people make health happen. While our NOLA roots run deep, our branches are the vessels that carry our mission of bringing the best possible care to every person and parish in Louisiana and beyond and put a little more heart and soul into healthcare along the way. Celebrating authenticity, originality, equity, inclusion and a little “come on in” attitude is the foundation of LCMC Health’s culture of everyday extraordinary
Your extras
- Deliver healthcare with heart.
- Give people a reason to smile.
- Put a little love in your work.
- Be honest and real, but with compassion.
- Bring some lagniappe into everything you do.
- Forget one-size-fits-all, think one-of-a-kind care.
- See opportunities, not problems – it’s all about perspective.
- Cheerlead ideas, differences, and each other.
- Love what makes you, you - because we do
You are welcome here.
LCMC Health is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.
The above job summary is intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. LCMC Health reserves the right to amend and change responsibilities to meet organizational needs as necessary.
Simple things make the difference.
1. To get started, take your time to fully and accurately complete the application for employment. Incomplete applications get bogged down and are often eliminated due to missing information.
2. To ensure quality care and service, we may use information on your application to verify your previous employment and background.
3. To keep our career applications up-to-date, applications are inactive after 6 months and, therefore, require a new application for employment to be completed.
4. To expedite the hiring process, proof of citizenship or immigration status will be required to verify your lawful right to work in the United States.
Your job is more than a job
Be the First Step in a Patient’s Healthcare Journey
As a Patient Access Representative (PAR), you play a vital role in creating a smooth, supportive experience for patients and families from the moment they connect with us. Whether you’re scheduling appointments, verifying insurance, assisting with admissions, or helping patients understand their financial responsibilities, your work helps keep care moving forward.
This role combines customer service, problem-solving, and attention to detail in a fast-paced healthcare environment where compassion and communication matter every day.
What You’ll Do
Greet and assist patients, families, and visitors in person and by phone
Schedule appointments and coordinate patient services accurately and efficiently
Register patients and update demographic, insurance, and guarantor information
Verify insurance eligibility and collect required documentation
Support admissions, transfers, discharges, and bed placement processes as needed
Explain financial responsibilities, collect payments, and connect patients with financial assistance resources
Answer calls and direct patients to the appropriate departments and services
Collaborate with clinical and support teams to help ensure a seamless patient experience
- What Makes You Great in This Role
You genuinely enjoy helping people and creating positive experiences
You stay organized and calm in a fast-paced environment
You communicate clearly and confidently with patients and team members
You can multitask while maintaining accuracy and attention to detail
You’re compassionate, professional, and solutions-focused
What You Bring
Strong customer service and interpersonal skills
Excellent communication and problem-solving abilities
Comfort working with patient registration, scheduling, insurance verification, and financial processes
Basic computer proficiency and ability to learn healthcare systems quickly
Strong organizational and time management skills
Minimum Requirement
High School Diploma or GED (or equivalent experience)
2 years of customer service and/or healthcare experience preferred
Why This Role Matters
Healthcare can feel overwhelming for patients and families.
Your role helps create clarity, confidence, and connection during every step of the patient experience—from scheduling to registration to financial guidance.
Make a difference—one patient, one interaction, one visit at a time!
WORK SHIFT:
Days (United States of America)LCMC Health is a community.
Our people make health happen. While our NOLA roots run deep, our branches are the vessels that carry our mission of bringing the best possible care to every person and parish in Louisiana and beyond and put a little more heart and soul into healthcare along the way. Celebrating authenticity, originality, equity, inclusion and a little “come on in” attitude is the foundation of LCMC Health’s culture of everyday extraordinary
Your extras
- Deliver healthcare with heart.
- Give people a reason to smile.
- Put a little love in your work.
- Be honest and real, but with compassion.
- Bring some lagniappe into everything you do.
- Forget one-size-fits-all, think one-of-a-kind care.
- See opportunities, not problems – it’s all about perspective.
- Cheerlead ideas, differences, and each other.
- Love what makes you, you - because we do
You are welcome here.
LCMC Health is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.
The above job summary is intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. LCMC Health reserves the right to amend and change responsibilities to meet organizational needs as necessary.
Simple things make the difference.
1. To get started, take your time to fully and accurately complete the application for employment. Incomplete applications get bogged down and are often eliminated due to missing information.
2. To ensure quality care and service, we may use information on your application to verify your previous employment and background.
3. To keep our career applications up-to-date, applications are inactive after 6 months and, therefore, require a new application for employment to be completed.
4. To expedite the hiring process, proof of citizenship or immigration status will be required to verify your lawful right to work in the United States.
See All 30 Financial Representative Jobs in Louisiana
Find roles in Louisiana that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Jobs by City in Louisiana
Where Louisiana roles are concentrated, by current openings.
Financial Representative Job Market in Louisiana
A snapshot from current Louisiana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Healthcare & Medical Services
What Louisiana Employers Look For
The qualifications that appear most often in financial representative jobs across Louisiana.
- Active Louisiana Department of Insurance license for life and health lines
- FINRA Series 6 or Series 7 registration for investment product sales
- Bachelor's degree in finance, business, economics, or a related field
- Proven experience building and managing a client portfolio
- Proficiency with CRM platforms and financial planning software
- Strong communication skills for explaining financial products to clients
Financial Representative Jobs in Louisiana: Frequently Asked Questions
How do you become a financial representative in Louisiana?
To become a financial representative in Louisiana, you typically need a bachelor's degree in finance, business, or a related field, followed by state-specific licensing. The Louisiana Department of Insurance issues life and health insurance licenses after you pass the state exam. If you will sell securities, FINRA registration through the Series 6 or Series 7 exam is also required before you can work with clients.
Which companies hire financial representatives in Louisiana?
Companies currently hiring financial representatives in Louisiana include Fidelity Bank, Northwestern Mutual, and Attain Finance, per current listings on Migrate Mate as of September 2026. Louisiana's strong insurance culture and growing wealth management sector mean established firms maintain consistent recruiting pipelines across New Orleans, Baton Rouge, and Shreveport.
Which Louisiana cities have the most financial representative jobs?
New Orleans, Metairie, and Slidell have the most financial representative openings in Louisiana. New Orleans drives the largest share of listings given its dense concentration of regional banks, insurance carriers, and independent advisory firms, while Baton Rouge benefits from state government-linked financial services and large healthcare institutions that employ benefits-focused representatives.
How can I get hired as a financial representative in Louisiana with little or no experience?
The most realistic entry path is applying for a financial representative trainee or associate role with a major insurance carrier or regional bank that sponsors licensing. Firms like New York Life and Northwestern Mutual run structured Louisiana development programs that cover your Louisiana Department of Insurance exam prep. Candidates moving from roles such as bank teller, customer service associate, or retail insurance agent often make a direct lateral move, and completing your life and health license before applying gives you a measurable edge.
Where can I find and apply to financial representative jobs in Louisiana?
You can find and apply to financial representative jobs in Louisiana on Migrate Mate, which lists current Louisiana openings across New Orleans, Baton Rouge, Shreveport, and surrounding areas. Find roles that fit your experience and specialization and apply directly to each employer through the listing.
See All 30 Financial Representative Jobs in Louisiana
Find roles in Louisiana that match your experience and apply in just a few clicks.
Find Financial Representative Jobs