An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner between 6 months to year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors • Build their career with significant income potential • Manage their own work schedule and establish an attractive work/life balance • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets • Experience a lifetime of learning and professional development • Enjoy recognition and rewards for their financial achievements Responsibilities: • Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy • Assist with the renewal process and any policy updates by providing competitive quotes • Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding Qualifications: • Candidates should be very strong communicators and problem solvers, and have great follow-up skills • Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.) • Active insurance license in your state or willing to get licensed in 90 days • MBA or previous management/team-building experience (Required) • Organized, detail-oriented, and excellent time management skills • Ambitious, disciplined, leaders who demonstrate the utmost professionalism • Relationship building and networking abilities, exemplary interpersonal skills • Coachable and the ability to work in a team-based environment • College Degree • J.D. (attorney) or M.B.A. is a Strong plus • Sales experience is not required, but is a plus • FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship for the right candidate) • Life & Health Insurance License not required (company will pay for sponsorship) • Financial Industry background is a plus however, financial or insurance sales experience is not required • Personal Transportation will be required for this position • Must be a U.S. Citizen or Permanent resident Compensation: $100,000 - $200,000 yearly

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