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Financial Services Professional

2 months ago


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

Job Title: Financial Services Professional - Insurance Agent

Company: New York Life Insurance Company

Job Type: Full-time

Location: Remote (with occasional in-person meetings)

About Us: New York Life Insurance Company is a leading provider of life insurance and financial services. We are committed to helping our customers achieve their financial goals and secure their financial futures.

Job Summary: We are seeking a highly motivated and experienced Financial Services Professional - Insurance Agent to join our team. As a Financial Services Professional - Insurance Agent, you will be responsible for developing and implementing personalized financial plans for clients, conducting in-depth financial analysis, and providing recommendations for investments and insurance products.

Responsibilities:

  • Develop and implement 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.

What We Offer: As a Financial Services Professional - Insurance Agent with New York Life Insurance Company, you will have access to a wide range of resources and support to help you succeed in your role. These include:

  • Comprehensive training and development programs.
  • State-of-the-art technology and tools.
  • A supportive and collaborative team environment.
  • Competitive compensation and benefits package.

How to Apply: If you are a motivated and experienced Financial Services Professional - Insurance Agent looking for a new challenge, please submit your application, including your resume and a cover letter, to us. We look forward to hearing from you