Financial Services Professional
5 days ago
We are seeking a highly skilled Financial Services Professional to join our team in Tulsa, OK, US. As an Experienced Insurance Sales Agent with New York Life, you will play a vital role in enhancing your wealth planning practice by becoming a Financial Advisor with Eagle Strategies LLC.
Key Responsibilities- Create customized financial plans tailored to clients' objectives and risk preferences.
- Perform thorough financial assessments to offer guidance on investment options and insurance products.
- Support clients in developing estate plans and retirement strategies for long-term financial security.
- Stay informed about industry developments and regulations to provide accurate financial advice.
- Cultivate strong client connections through regular communication and excellent service delivery.
- A valid Life and Health Insurance License is mandatory for this position.
- US Work Authorization is required to be considered for this opportunity.
- Applicants must be at least 18 years of age.
- Effective communication skills are essential for success in this role.
New York Life Insurance Company is a mutual company accountable only to our policyholders. We prioritize delivering value to our clients, not outside investors or Wall Street. With over 175 years of experience, we have helped generations of Americans protect their families and achieve their financial goals.
We are committed to innovation and preparing for the future to increase value for our clients. As an Equal Opportunity Employer, we welcome diverse talent and opportunities.
The estimated salary for this role is $92,000 - $125,000 per year, based on location and experience.
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Financial Services Operations Expert
5 days ago
Tulsa, Oklahoma, United States BOK Financial Full timeWealth Management Services Operations Analyst IICombine innovation, growth, and teamwork in a dynamic role that drives business success.About the RoleThe Wealth Management Services Operations Analyst II is responsible for defining and performing analysis, programming, planning, implementation, and supporting of Wealth Management Services' applications and...
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Financial Services Specialist
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TransFund Client Services Representative II
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Financial Manager
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Medical Professional for Neuro Services
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Professional Financial Operations Specialist
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Tulsa, Oklahoma, United States Barracuda Staffing & Consulting Full timeJob OverviewBarracuda Staffing & Consulting is seeking a highly skilled Financial Operations Specialist to join our team. This role involves providing top-notch bookkeeping services to multiple clients, ensuring accurate and timely financial management.About the RoleWe are looking for a motivated self-starter who can thrive in a fast-paced environment. The...
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Financial Services Career Opportunity
4 days ago
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Chief Financial Strategist
6 days ago
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Financial Consultant
1 day ago
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Strategic Engineering Design Professional
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Financial Claims Resolution Specialist
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EFT Services Representative
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Land Survey Manager
5 days ago
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TransFund Operations Specialist
7 days ago
Tulsa, Oklahoma, United States BOK Financial Full time**Job Overview**We are seeking a highly skilled TransFund Client Services Representative II to join our team. This individual will be responsible for providing mid-level operational and technical support for TransFund customers, troubleshooting technical problems, and supplying training and assistance to entry-level representatives.Key...
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Professional Piping and Mechanical Team Lead
1 month ago
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Experienced Nursing Professional
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Commercial Banking Relationship Manager
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