Financial Services Professional

4 days ago


Tulsa, Oklahoma, United States New York Life Insurance Company - Tulsa Full time
Financial Services Opportunity

New 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 Responsibilities:
  • Develop 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
Requirements:
  • 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 Financial Services & Insurance Agent role
About New York Life

New York Life is a mutual company, accountable only to our policyholders. We focus on delivering value to our clients, innovating to increase value for our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

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



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