Financial Services Professional

Job overview

The Financial Services Professional role is onsite in Tulsa, OK. The posting describes commission-based compensation and states that eligible full-time agents may receive benefits; it also lists $60,000–$100,000 compensation. New York Life describes its work as helping individuals, families, and small businesses protect their financial well-being and pursue financial goals. The professional builds an insurance and financial practice by understanding client needs, educating clients about planning, and recommending ways to pursue long-term goals. The role develops lasting client relationships and supports financial security through insurance and related financial products.

What you'll do

• Understand clients’ needs and financial concerns
• educate clients on financial planning for future events
• promote customized approaches to long-term financial goals
• cultivate relationships with individuals and families
• build a practice through professional networks and prospecting
• provide guidance when difficult life circumstances arise
• maintain long-term client relationships.

What we're looking for

Skills & competencies

financial services professional

insurance agent

financial planning

life insurance

client relationships

prospecting

commission-based

tulsa ok

new york life

$60k–$100k

training and development

sales support

eligible agent benefits

Work arrangement

• Weekend coverage required

Benefits & perks

• Eligible full-time agents may receive medical, dental, vision, life, and disability insurance, plus a 401(k) and pension.
• Training subsidies may be available to qualifying agents under specified contracts.

Why this role

The posting describes training, coaching, digital sales and marketing tools, peer mentorship, and commission-based compensation; income depends on individual sales performance.

About the employer

New York Life - Tulsa is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.