Insurance Agent

3 weeks ago


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

As a Financial Services & Insurance Agent with New York Life Insurance Company, you will elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.

Gain access to our Advanced Planning Group, providing specialized support for large and complex case design to benefit your clients.

Our diverse portfolio of products includes life insurance, annuities, and long-term care insurance, as well as investment products available through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC).

Explore workplace solutions from our Business Solutions division and utilize sponsored marketing agreements to introduce non-proprietary products like group health insurance 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:

  • Possess a valid Life and Health Insurance License.
  • Be authorized to work in the US.
  • Be at least 18 years old.
  • Exhibit strong communication skills.

Compensation:

$92,000 - $125,000 yearly.



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