Financial Services Professional

New York Life - Tulsa

Tulsa (OK)

On-site

USD 68,000 - 92,000

Full time

4 days ago
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Job summary

New York Life is seeking ambitious Insurance Agents in Tulsa to help families secure their financial futures. You'll learn marketing, CRM, and communication while building a personal insurance and financial practice.

As part of a Fortune 100 company, you’ll receive training, sales support, and development guidance to grow your career and serve clients in your community.

Qualifications

  • Sales experience preferred with a customer-focused mindset.
  • Excellent written and verbal communication skills.
  • Strong business acumen and ability to network in the community.

Responsibilities

  • Understand clients' needs and financial concerns.
  • Educate clients on planning for the future and life events.
  • Promote customized ways to reach long-term financial goals.
  • Build an insurance and financial practice through networks and prospecting.
  • Provide guidance and maintain long-term client relationships.

Skills

Sales experience
Communication skills
Business acumen
Networking
Community engagement

Job description

Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined AuthenticIf yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life -Nylife Securities and Eagle Strategies, 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 175 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.
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 is expected of our Agents?
  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
Qualifications:
Qualities that we look for in our Agents:
  • Sales experience preferred – business mindset, no mile too far
  • Strong communication skills, both written and verbal
  • Desire to help families and businesses to “Be Good At Life.”
  • Strong business acumen. Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

SALES Compensation: $80,000 yearly

Compensation:

$80,000 per year

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