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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 security of clients, including individuals, families, and small enterprises. This role transcends mere sales; it embodies a career filled with purpose and growth opportunities. You will offer reassurance to clients as they navigate intricate financial decisions, such as retirement planning and educational savings.

Compensation:

$70,000 - $110,000 annually

Key Responsibilities:
  • Deliver outstanding customer service to current clients; maintain detailed records of communications and financial strategies provided
  • Collect and analyze each client's financial data to assess their financial position, cash flow, goals, and expectations
  • Create tailored financial strategies that address each client's unique circumstances and evolving financial needs
  • Provide insightful financial advice and strategies that align with client risk tolerance and objectives
  • Continuously seek out and engage new prospects, establishing 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 this resonates with you, 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 renowned in the financial services sector, New York Life is committed to your development, equipping you with essential skills in marketing, client relationship management, and effective communication, along with a dedicated support team to ensure 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 provide exceptional value to our clients. With over 175 years of experience, we have assisted countless Americans in safeguarding their families and achieving their financial aspirations. Since 1854, we have consistently distributed dividends to eligible policyholders. Looking ahead, we are committed to innovation and finding new ways to enhance value for our clients.

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