NORTH AND SOUTH CAROLINA RESIDENTS ONLY New York Life Insurance Company is seeking a Financial Consultant to help individuals, families, and businesses build financial confidence and long-term security. This role is ideal for a results-driven sales professional who enjoys relationship building, consultative selling, and growing a client base. You will be responsible for developing new business, managing client relationships, and delivering customized financial solutions supported by industry-leading training and mentorship. Key Responsibilities: • Develop and execute a sales strategy to acquire new clients and grow existing relationships • Conduct client meetings to identify financial goals and present tailored financial solutions • Prospect through networking, referrals, social media, and community engagement • Build trust-based relationships by providing ongoing service and follow-up • Monitor market trends and position New York Life as a trusted financial services partner • Manage and maintain a strong sales pipeline to meet or exceed monthly production goals • Track activity and results to ensure consistent business growth What We're Looking For: • Strong interest in sales, business development, or financial services • Proven ability to build relationships and communicate effectively with clients • Self-motivated, organized, and comfortable managing multiple priorities • Willingness to learn and grow within a professional, performance-based environment • Experience in consultative sales, financial services, or relationship management preferred • Bachelor’s degree preferred (not required) What We Offer: • Comprehensive training and mentorship through NYLIC University • Ongoing professional development and advanced sales tools • Marketing, technology, and operational support • Competitive, performance-based compensation with long-term growth potential • Clear career path within a respected and established financial services organization About New York Life Insurance Company New York Life is a Fortune 100 company with over 175 years of financial strength and stability. We are committed to helping clients achieve financial security while providing our professionals with the resources and support needed to build meaningful careers. 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.