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Financial Services Professional

New York Life

  • Tulsa, OK
  • 4 days ago

    Highlights

    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. 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.

    Numbers & Facts

    LocationTulsa, OK
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1845
    Websitehttp://newyorklife.com

    Description

    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

    Benefits

    Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Work From Home, Life Insurance, On Site Cafeteria

    About Company

    Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA).  For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “50 Best Companies to Launch a Career” by BusinessWeek, one of “America’s Best Large Employers” by Forbes and one of the “World’s Most Admired Companies” by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the “TOP PLACES TO WORK” by the Boston Globe.

    Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That’s why New York Life is The Company You Keep.

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