Insurance and Financial Services Professional

2 weeks ago


Tulsa, Oklahoma, United States Michael Nelson - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a key role in providing exceptional customer service and helping our clients achieve their financial goals.

Responsibilities
  • Establish and maintain strong relationships with customers, providing personalized service and support.
  • Use a customer-centric approach to educate clients about insurance options and financial services, helping them make informed decisions.
  • Work collaboratively with the agent team to achieve sales and customer service goals.
Requirements
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups.
  • Self-motivated and proactive, with a strong desire to succeed in a fast-paced environment.
  • Ability to obtain and maintain a Property and Casualty license, as well as a Life and Health license.

We offer a competitive salary, plus commission and bonus opportunities, as well as a comprehensive benefits package. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, please apply today.



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

    Financial Services OpportunityNew York Life Insurance Company - Tulsa seeks an experienced Financial Services professional to join our team. As a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, you will have access to a broad range of products and services to address clients' protection and financial requirements.Key...


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

    Unlock Your Potential as a Financial AdvisorEnhance your career by joining New York Life, a leading provider of life insurance and financial services. As a Financial Advisor, you will have the opportunity to work with clients to develop personalized financial plans, conduct in-depth financial analysis, and provide recommendations for investments and...


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

    Unlock Your Potential as a Financial AdvisorAt New York Life Insurance Company, we're committed to helping you enhance your wealth planning practice by partnering with our investment advisory affiliate, Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you'll have access to our Advanced Planning Group for large and complex case...


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

    Job OpportunityWe're seeking a skilled professional to join our team as a Financial Services Professional. This role offers a unique opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a Financial Services Professional, you will provide peace of mind to clients while helping them navigate complex...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorJob Summary:BOK Financial is seeking a skilled Financial Advisor to join our Institutional Wealth Management team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with personalized guidance to help them achieve their long-term financial goals.Key Responsibilities:Consult...


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

    Unlock Your Potential as a Financial AdvisorTake your wealth planning practice to the next level by partnering with New York Life Insurance Company's investment advisory affiliate, Eagle Strategies LLC, a Registered Investment Advisor.As a New York Life Agent, you'll have access to the company's Advanced Planning Group for large and complex case design and...


  • Tulsa, Oklahoma, United States New York Life Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Treasury Client Services Professional III to join our team at BOK Financial Corporation. As a key member of our Treasury Services group, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesManage a portfolio of commercial and corporate...


  • Tulsa, Oklahoma, United States Guide Wealth Partners Full time

    Unlock Your Potential with Guide Wealth PartnersAre you ready to take your career to the next level? At Guide Wealth Partners, we're seeking ambitious and driven individuals to join our team of exceptional financial advisors. If you thrive on challenge, excel in leadership, and are passionate about helping others, this is your chance to make a significant...

  • Insurance Agent

    3 weeks ago


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

    Unlock Your Potential as a Life Insurance Sales AgentWe're seeking a talented individual to join our team as a Life Insurance Sales Agent. As a key member of our organization, you'll have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.About the RoleThis is not just a sales job - it's a...


  • Tulsa, Oklahoma, United States Inszone Insurance Services Inc Full time

    Job Title: Insurance Account RepresentativeWe are seeking an experienced Insurance Account Representative to join our team at Inszone Insurance Services Inc. As an Insurance Account Representative, you will play a crucial role in supporting the sales process of employee benefits to customers.Key Responsibilities:Follow up with prospects to ensure timely...


  • Tulsa, Oklahoma, United States New York Life Full time

    Unlock Your Potential with New York LifeAt New York Life, you have the freedom to build a successful career in insurance sales and financial services. As a leading Fortune 100 company, we offer a wide range of products and services to help you meet your clients' needs and grow your practice.What We OfferProduct Diversification: Offer a variety of life...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job DescriptionThe Financial Reporting Technical Specialist is a critical role within BOK Financial, responsible for delivering exceptional services as a liaison between the financial accounting and reporting teams and the IT team. The primary focus is on solutions for regulatory reporting and financial accounting needs.Key ResponsibilitiesDeliver superior...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job DescriptionWe are seeking a highly skilled Financial Reporting Technical Analyst to join our team at BOK Financial Corporation Group.The successful candidate will be responsible for delivering superior services as a liaison between the financial accounting and reporting teams and the IT team, with a focus on solutions for regulatory reporting and...


  • Tulsa, Oklahoma, United States Bankers Life Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're committed to helping ambitious individuals like you grow their careers in the financial services industry. As a Financial Services Professional, you'll have the opportunity to build a client base, gain expertise through training, and guide clients through important financial...


  • Tulsa, Oklahoma, United States Cathy Warren - State Farm Agency Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Cathy Warren - State Farm Agency. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...


  • Tulsa, Oklahoma, United States Michael Nelson - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Michael Nelson - State Farm Agent. As a key member of our agency, you will play a critical role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUse a customer-focused, needs-based review process...


  • Tulsa, Oklahoma, United States New York Life - Tulsa Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As an Insurance Agent, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide peace of mind to clients while helping them...


  • Tulsa, Oklahoma, United States New York Life - Tulsa Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life - Tulsa. As an Insurance Agent, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide peace of mind to clients while...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryStart your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training...