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. Responsibilities: • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim Qualifications: • High school diploma or equivalent required; Bachelor’s degree preferred • Candidates with an active Life and Health insurance license are strongly preferred • Previous customer service or experience as a sales representative preferred • Possesses outstanding interpersonal and communication skills • Familiarity with the Microsoft Office suite Compensation: $70,000 - $90,000 at plan yearly

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim