Financial Services Professional

New York Life Insurance Co.; Tulsa (OK); On-site; USD 72,000 - 88,000; Full time

Job summary

New York Life Insurance Co. in Tulsa, OK, seeks a Financial Services Professional to guide families toward their financial goals with comprehensive training and strong support from a Fortune 62 company.

You’ll build lasting client relationships, stay current on industry trends, and collaborate with a sales support team to deliver exceptional service. Compensation starts at $80,000 per year on plan, with ongoing development and a culture that values diversity, authenticity, and long-term success.

Qualifications

• Experience in financial planning to guide clients effectively.
• Ability to build and maintain strong client relationships with trust.
• Stays informed about industry trends and regulatory changes.
• Strong collaboration with sales support to deliver service.
• Continuous learning through training resources.
• Proactive in identifying new business opportunities.
• Regularly reviews clients' financial plans to align with needs.

Responsibilities

• Guide clients in developing personalized financial strategies to achieve their long-term goals.
• Build and nurture strong relationships with clients, ensuring trust and transparency in all interactions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
• Collaborate with our sales support team to deliver exceptional service and meet client needs efficiently.
• Utilize our comprehensive training resources to continuously enhance your marketing and communication skills.
• Identify and pursue new business opportunities to expand your client base and grow your practice.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with their evolving needs and objectives.

Skills

Financial planning

Client relationship building

Communication skills

Industry knowledge

Proactive business development

Regulatory awareness

Job description

About this position

Join New York Life as a Financial Services Professional and make a meaningful impact on families' financial futures. In this role, you'll be empowered to chart your career path with support from a Fortune 62 company that values innovation and long-term success. We'll provide you with comprehensive training to hone your skills in marketing, customer relationship management, and communication. You'll also have access to a dedicated development team and sales support to ensure your success and growth.

We are proud of our commitment to diversity and inclusion, and we've been recognized by various organizations for these efforts. At New York Life, you'll be part of a culture that celebrates authenticity, self-discipline, and effective communication. Our financial strength, backed by top ratings from agencies like A.M. Best and Moody's, ensures you can confidently guide clients towards achieving their financial goals. If you're competitive, business-minded, and coachable, let's work together to drive positive change.

Compensation:

$80,000 at plan yearly

Responsibilities:

• Guide clients in developing personalized financial strategies to achieve their long-term goals.
• Build and nurture strong relationships with clients, ensuring trust and transparency in all interactions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
• Collaborate with our sales support team to deliver exceptional service and meet client needs efficiently.
• Utilize our comprehensive training resources to continuously enhance your marketing and communication skills.
• Identify and pursue new business opportunities to expand your client base and grow your practice.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with their evolving needs and objectives.

Qualifications:

• Experience in financial planning or a related field, demonstrating your ability to guide clients effectively.
• Ability to build and maintain strong client relationships, ensuring trust and transparency in every interaction.
• Proven track record of staying informed about industry trends and regulatory changes to provide clients with the best advice.
• Strong collaboration skills to work seamlessly with our sales support team and deliver exceptional service.
• Commitment to continuous learning, utilizing our training resources to enhance your marketing and communication skills.
• Proactive approach to identifying and pursuing new business opportunities to expand your client base.
• Ability to conduct regular reviews of clients' financial plans, ensuring alignment with their evolving needs and objectives.

About Company

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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

• 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 the training we offer
• Training Magazine’s APEX Award for 2022

We’re proud to be recognized by organizations that also value diversity New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity