Financial Services and Insurance Professional

3 weeks ago


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

Seeking a seasoned Financial Services & Insurance Agent in the US:

  • Elevate your wealth planning practice by joining our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor.

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

Broad selection of products available to cater to clients' needs. With New York Life, you can present a variety of products and services to address clients' protection and financial requirements.

Offerings range from life insurance, annuities, and long-term care insurance to investment products available through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC).

In addition, 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.

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.

Qualifications:

  • 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 Experienced Financial Services & Insurance Agent role.

Compensation:

$92,000 - $125,000 yearly



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