What are the responsibilities and job description for the Financial Services Professional position at New York Life Insurance Company - Tulsa?
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Compensation :
70,000 - $110,000 yearly
Responsibilities :
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications :
Are you a leader who has the following traits?
If the answer is yes, consider becoming an insurance agent
About Company
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 : $70,000 - $110,000