Looking for a skilled Financial Services Insurance Agent in Tulsa, OK, US. Enhance your wealth planning practice by becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor affiliated with us. Access our Advanced Planning Group for specialized assistance in designing large and complex cases to benefit your clients. Offer a wide array of products to meet your clients' needs, including life insurance, annuities, long-term care insurance, and investment products through NYLIFE Securities LLC Benefit from our Business Solutions division for workplace solutions and marketing agreements to introduce non-proprietary products like group health insurance to your clients. With New York Life, you can present a variety of products and services to address clients’ protection and financial requirements. Offerings range from life insurance, annuities, and long-term care insurance to investment products available through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC). In addition, explore workplace solutions from our Business Solutions division and utilize sponsored marketing agreements to introduce non-proprietary products like group health insurance to your clients. Responsibilities: • Develop personalized financial plans based on clients' goals and risk tolerance • Conduct comprehensive financial evaluations to provide advice on investment opportunities and insurance products • Assist clients with estate planning and retirement strategies to secure their financial future • Stay up-to-date on industry trends and regulations to offer accurate financial recommendations • Build strong client relationships through consistent communication and exceptional service delivery Qualifications: • To be considered for this position, applicants must hold a valid Life and Health Insurance License • US Work Authorization is a requirement to be eligible for this opportunity • Candidates applying for this role must be 18 years of age or older • Effective communication skills are essential for success in the role of Experienced Financial Services & Insurance Agent in Tulsa, OK, US Compensation: $92,000 - $125,000 yearly
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• Develop personalized financial plans based on clients' goals and risk tolerance
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• Conduct comprehensive financial evaluations to provide advice on investment opportunities and insurance products
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• Assist clients with estate planning and retirement strategies to secure their financial future
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• Stay up-to-date on industry trends and regulations to offer accurate financial recommendations
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• Build strong client relationships through consistent communication and exceptional service delivery