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Experienced Financial Professional

3 months ago

Tulsa, United States New York Life Insurance Company Full time
Description

At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet clients' protection and financial needs. These products include life insurance, annuities, long term care insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to clients, such as group health insurance.

Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients.

Responsibilities

•Develop personalized financial plans for clients based on their goals and risk tolerance.
•Conduct in-depth financial analysis to provide recommendations for investments and insurance products.
•Assist clients in estate planning and retirement planning to ensure their financial security.
•Stay up-to-date on industry trends and regulations to provide accurate and relevant financial advice.
•Build and maintain strong client relationships through regular communication and exceptional service.

Qualifications

•Financial Advisor Licenses
•Life and Health Insurance License
•US Work Authorization
•18 years or older
•Strong communication skills