What are the responsibilities and job description for the Experienced Insurance Sales Agent position at New York Life Insurance Company - Tulsa?
Looking for a skilled Financial Services Insurance Agent in Tulsa, OK, US. Enhance your wealth planning practice by becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor affiliated with us. Access our Advanced Planning Group for specialized assistance in designing large and complex cases to benefit your clients. Offer a wide array of products to meet your clients' needs, including life insurance, annuities, long-term care insurance, and investment products through NYLIFE Securities LLC Benefit from our Business Solutions division for workplace solutions and marketing agreements to introduce non-proprietary products like group health insurance to your clients.
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.
Compensation:$92,000 - $125,000 yearly
Responsibilities:- Create customized financial plans tailored to clients' objectives and risk preferences
- Perform thorough financial assessments to offer guidance on investment options and insurance products
- Support clients in developing estate plans and retirement strategies for long-term financial security
- Stay informed about industry developments and regulations to provide accurate financial advice
- Cultivate strong client connections through regular communication and excellent service delivery
- To be eligible for this position in Tulsa, OK, US, candidates must possess a valid Life and Health Insurance License.
- US Work Authorization is a mandatory requirement to be considered for this opportunity.
- Applicants applying for this role need to be 18 years of age or above.
- Effective communication skills are crucial for success in the role of Experienced Financial Services & Insurance Agent in Tulsa, OK, US.
About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
New York Life is an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Salary : $92,000 - $125,000