Financial Advisor

New York Life - Tulsa; Tulsa (OK); On-site; USD 102,000 - 138,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) and pension

Commission-based pay

Job summary

New York Life Tulsa is seeking a driven Financial Advisor who will help families achieve financial security through insurance and investment solutions. You will leverage training and a robust support system to grow a client base, while navigating retirement and education planning with clients.

The role emphasizes coaching, relationship-building, and a strong client-first mindset within a Fortune 100 company dedicated to long-term client outcomes.

Qualifications

• Training and development via industry-leading platform and dedicated coaching.
• Digital tools for sales, prospecting, marketing usage included.
• Products and solutions across life insurance, annuities, investments and wealth management.

Responsibilities

• Help clients protect and grow wealth through insurance and financial products.
• Build lasting client relationships and provide peace of mind for retirement and college planning.

Skills

Leadership

Goal-oriented

Coachable

Communication

Self-discipline

Job description

Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined AuthenticIf yes, consider becoming a Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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 long-term success of the clients.

Awards & Accolades...

We’re proud of our financial strength

A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s)

We’re proud of our position in the industry

New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine’s Training Top 100 for 2021

We're proud to be recognized by organizations that also value diversity.

Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America’s Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work

We’re proud of the help we’ve provided and continue to provide to clients.

5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies

$938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products

$4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed

Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life

Responsibilities:

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 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 clients.

Qualifications:

• Training and development. We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
• Digital tools. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
• Products and solutions. Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker‑dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions.
• Human guidance. When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
• How we will compensate you. You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension. Compensation: $120,000 at plan yearly

What we’re looking for...

• 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 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 clients.

Compensation:

$120,000 per year