Financial Services Specialist

1 week ago


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

New York Life is a Fortune 100 company with a long history of helping generations of Americans protect their families and attain their financial goals. As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.

Key Responsibilities
  • Provide peace of mind to clients while helping them navigate complex financial challenges.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Build and maintain strong relationships with clients to ensure long-term success.
  • Stay up-to-date with industry trends and developments to provide expert advice to clients.
What We Offer
  • Comprehensive training and development programs to equip you with the skills and knowledge needed to succeed.
  • A competitive compensation package, including a base salary and commission-based incentives.
  • A supportive team environment with opportunities for career growth and advancement.
  • A range of benefits, including medical, dental, vision, and a 401(k) plan.
About New York Life

New York Life is a mutual company, accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients and are committed to innovation and excellence in all that we do.

We are proud of our financial strength, with ratings of A++ Superior (A.M. Best), AAA Exceptionally Strong (Fitch), Aaa Exceptional (Moody's), and AA+ Very Strong (Standard & Poor's). We are also recognized for our commitment to diversity and inclusion, with awards from organizations such as the Human Rights Campaign and Forbes.



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