Location: Charlotte, NC - In-person, not a remote opportunity. Job Type: Full-Time Industry: Financial Services / Wealth Management Why Join Us • High Earning Potential – Competitive base + upside commissions + performance incentives • Built-In Support – Training, tools, leadership, and marketing resources • Career Growth Path – Clear advancement in a growing firm Key Responsibilities • Design and execute winning sales strategies to achieve financial consultant targets • Prospect and acquire new clients—offering tailored financial planning services • Maintain and grow relationships with current clients as a trusted financial advisor • Provide high-touch customer service and personalized financial guidance Who We're Looking For: • Proven success in sales, ideally in financial services, insurance, or wealth management • Exceptional communication, interpersonal, and negotiation skills • Self-starter with a drive to exceed goals • Knowledge of financial advisor tools, CRM platforms, or related software is a plus Compensation & Benefits • Market-competitive base salary + upside commission structure • Performance bonuses and sales incentives • Professional training, mentorship, and career development support • A full suite of benefits, including: • Health, Dental, Life, and Disability Insurance • 401(k) plan after one year of service • Pension Plan • Continuing education reimbursement • Support for industry designations Apply Now If you’re a results-driven financial consultant or advisor seeking a great opportunity with room to grow, we want to hear from you today! Responsibilities: • Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients’ financial goals and risk tolerance. • Leverage CRM systems to maintain detailed records of each client’s financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning. • Design comprehensive, customized financial plans utilizing a full suite of New York Life’s products and services, thoughtfully matched to clients’ current and anticipated life stages. • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies. • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results. • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs. Qualifications: • Minimum of 2 years of experience in sales or a related field such as marketing or business development. • Familiarity with financial products or industry knowledge is a strong plus. • Self-motivated and goal-oriented , with a proven ability to contribute to team success. • Demonstrated success as a top performer in sales , consistently meeting or exceeding targets. • Comfortable engaging with prospects , presenting tailored solutions, closing deals, and actively seeking referrals. • Strong relationship-building and client management skills. • A business-oriented mindset with a forward-thinking drive. • Unwavering integrity and the ability to explain complex ideas and strategies with clarity. • Skilled in networking and leveraging social media platforms to generate new business opportunities. • Highly organized , detail-focused, and capable of managing time and priorities effectively. • Leadership and communication skills. NORTH AND SOUTH CAROLINA RESIDENTS ONLY Compensation: $84,000 - $115,351 yearly

• Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients’ financial goals and risk tolerance. • Leverage CRM systems to maintain detailed records of each client’s financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning. • Design comprehensive, customized financial plans utilizing a full suite of New York Life’s products and services, thoughtfully matched to clients’ current and anticipated life stages. • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies. • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results. • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs.