Financial Services Professional

4 weeks ago


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

New York Life Insurance Company is seeking an experienced Financial Services and Insurance Agent to join our team in Tulsa, OK. As a Financial Advisor, you will have the opportunity to work with clients to create customized financial plans tailored to their objectives and risk tolerance.

Key Responsibilities:

  • Conduct thorough financial assessments to provide guidance on investment opportunities and insurance products
  • Support clients with estate planning and retirement strategies to safeguard their financial well-being
  • Stay informed on current industry developments and regulations to provide precise and pertinent financial recommendations
  • Cultivate enduring client connections through consistent communication and exceptional service delivery

Requirements:

  • Possessing a valid Life and Health Insurance License is a prerequisite for this position
  • It is essential to have US Work Authorization to be considered for this opportunity
  • Applicants must be 18 years or older to apply
  • Strong communication skills are a key requirement for this Experienced Financial Services & Insurance Agent role

About New York Life:

New York Life is a mutual company, accountable only to our policyholders. We are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

New York Life is an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity



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