Financial Services Professional

4 weeks ago


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

Elevate your career as a Financial Services Professional with New York Life Insurance Company in Tulsa. As a Financial Advisor, you will have access to the company's Advanced Planning Group, providing specialized support for complex case design. You will offer a variety of products and services to address clients' protection and financial requirements, including life insurance, annuities, and long-term care insurance. Explore workplace solutions from our Business Solutions division and utilize sponsored marketing agreements to introduce non-proprietary products to your clients.

Key Responsibilities:

  • Create customized financial plans tailored to clients' objectives and risk tolerance
  • Perform thorough financial assessments to offer 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 Financial Services Professional role

About New York Life:

New York Life is a mutual company accountable only to our policyholders. We focus on delivering value to our clients, innovating to increase value for our clients. We are an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity



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