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Financial Services Consultant

2 months ago

Tulsa, Oklahoma, United States New York Life - Tulsa Full time
Job Overview

Life, Health, and Annuities Insurance Consultant - New York Life Insurance Company

The essence of a New York Life Insurance Consultant's position is constructed client by client. The Consultant is exceptionally equipped with insights to assist their clients in reaching their financial aspirations and preparing for unforeseen circumstances. This role leads to a fulfilling career with a company that believes in prioritizing the well-being of its clients, embodying the philosophy of 'Be Good At Life.'

Compensation:

$65,000 annually

Key Responsibilities:

What do we expect from our Consultants?

  • Understanding the financial needs and concerns of clients
  • Educating clients on proactive financial planning to prepare for unexpected life events
  • Promoting tailored strategies for clients to achieve their long-term financial objectives
  • Building relationships aimed at assisting every family member or individual in their pursuit of financial security
  • Developing an insurance and financial practice through professional networking and client prospecting
  • Providing empathy and support to clients during challenging life situations
  • Focusing on cultivating and maintaining enduring relationships with clients, fostering trust and community over time
Qualifications:

Attributes we seek in our Consultants:

  • Preferred sales experience – a business-oriented mindset
  • Excellent communication skills, both verbal and written
  • A genuine desire to assist families and businesses in 'Being Good At Life'
  • Strong business insight and a professional demeanor
  • Resilience in overcoming challenges
  • Ability to engage with the community and utilize personal networks
About New York Life

About Us...

New York Life is a Fortune 100 organization with a rich legacy of integrity. For over 175 years, we have supported generations of Americans in safeguarding their families and achieving their financial ambitions. As a mutual company, our accountability lies solely with our policyholders, not external investors. We are dedicated to the long-term success of our clients.

We take pride in our financial stability


• A++ Superior (A.M. Best)


• AAA Exceptionally Strong (Fitch)


• Aaa Exceptional (Moody's)


• AA+ Very Strong (Standard & Poor's)

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