Financial Services Advisor: Build Wealth & Protect Futures

New-York-Life; Tulsa (OK); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Training stipend

Digital tools

Commission-based pay

Health benefits

401(k) / Pension

Job summary

New York Life is hiring a Financial Services Professional in Tulsa to build lasting client relationships and provide tailored financial guidance. The role emphasizes training, access to a development team, and comprehensive support to grow your advisory capabilities.

You will work with a Fortune 100 company offering a broad range of life insurance, annuities, and investment products, while leveraging sophisticated digital tools and a supportive, education-focused environment.

Responsibilities

• Develop and nurture long-term relationships with clients, ensuring their financial goals are met with tailored solutions.
• Conduct comprehensive financial needs analyses to identify opportunities for clients to grow their wealth and secure their future.
• Collaborate with our dedicated development team to stay updated on the latest financial products and services, enhancing your advisory capabilities.
• Guide clients through the process of selecting appropriate insurance and investment products, ensuring they understand the benefits and risks involved.
• Engage in continuous professional development to enhance your expertise in financial services, staying ahead of industry trends and regulations.
• Utilize our advanced CRM tools to manage client interactions effectively, ensuring timely follow-ups and personalized communication.
• Participate in community events and networking opportunities to expand your client base and increase brand awareness in the Tulsa area.

Skills

Marketing

CRM

Communication

Tools

CRM tools

Job description

New York Life is hiring a Financial Services Professional in Tulsa to build lasting client relationships and provide tailored financial guidance. The role emphasizes training, access to a development team, and comprehensive support to grow your advisory capabilities.

You will work with a Fortune 100 company offering a broad range of life insurance, annuities, and investment products, while leveraging sophisticated digital tools and a supportive, education-focused environment.