Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. Responsibilities: • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Build and maintain long-term relationships with clients. • Understand clients’ needs and recommend tailored insurance and financial solutions. • Educate clients about life insurance options, retirement planning, and wealth management strategies. • Develop and execute a personal marketing plan to attract and retain clients. • Participate in ongoing professional development and New York Life training programs. • Achieve or exceed sales goals set by the company. Qualifications: • Relationship management skills are required • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required • Ability to successfully network to prospect new potential clients is a must • Bachelor's degree preferred; high school diploma or equivalent required. • Strong interpersonal, communication, and relationship-building skills. • Self-motivated, goal-oriented, and disciplined. • Prior experience in sales, finance, or insurance is a plus, but not required. • Ability to obtain a life and health insurance license (sponsorship and training provided). • Commitment to ethics, professionalism, and excellence. Compensation: $60,000 - $70,000 yearly

• Build and maintain long-term relationships with clients. • Understand clients’ needs and recommend tailored insurance and financial solutions. • Educate clients about life insurance options, retirement planning, and wealth management strategies. • Develop and execute a personal marketing plan to attract and retain clients. • Participate in ongoing professional development and New York Life training programs. • Achieve or exceed sales goals set by the company.