Financial Services Professional

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

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 100 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.

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 100 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

$100,000 at plan yearly

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.

Qualifications

What we offer...

• 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 your 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 your 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 by 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

• $80,000 at plan yearly

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