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Financial Services Consultant

2 months ago

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

We are seeking dedicated individuals who aspire to make a significant difference in the financial stability of individuals, families, and small enterprises. This role transcends traditional sales; it embodies a career filled with purpose and potential. You will offer reassurance to clients as they navigate intricate financial landscapes, including retirement planning and educational savings.

Compensation:

$70,000 - $110,000 annually

Key Responsibilities:
  • Deliver outstanding customer service to current clients; maintain thorough records of communications, strategies, and financial guidance provided.
  • Collect and analyze each client's financial data to assess their financial condition, cash flow, goals, and expectations.
  • Create tailored financial strategies that adapt to each client's evolving life circumstances and financial requirements.
  • Provide insightful financial advice and strategies aligned with client risk tolerance and financial aspirations.
  • Continuously seek out and engage new prospects, building strong relationships as a trusted advisor.
Qualifications:

Are you a leader with the following characteristics?

  • Competitive spirit
  • Entrepreneurial mindset
  • Willingness to learn
  • Strong communication skills
  • Self-motivated
  • Genuine and authentic

If so, consider a career as an insurance agent/financial professional, where you can positively influence the lives of families daily. At New York Life, you have the autonomy to shape your career path. Supported by a Fortune 100 company recognized in the financial services sector, New York Life is committed to your development, offering training in essential skills such as marketing, client relationship management, and effective communication, along with a dedicated team to support your success.

About New York Life Insurance Company

Company Overview...

As a mutual organization, New York Life prioritizes the interests of our policyholders, ensuring alignment with client needs rather than external investors. Our mission is to deliver exceptional value to our clients. With over 175 years of experience, we have assisted generations of Americans in safeguarding their families and achieving their financial objectives. Since 1854, we have consistently distributed dividends to eligible policyholders. We are committed to innovation and continuously seek new ways to enhance value for our clients.

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