Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! 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: • Maintain CRM sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Maintain professional relationships with the clientele and excellent customer service • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction Qualifications: • Candidates should have basic computer skills and be able to use Microsoft Office programs, including email • Bachelor’s degree preferred; high school diploma required • Some experience with accounting, CRM, or sales lead software is beneficial • Some experience in a direct sales environment is beneficial • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Candidates must be licensed and/or willing to obtain a Life/Health insurance license, Series 6, Series 63 Compensation: $70,000 - $95,000 +

• Maintain CRM sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Maintain professional relationships with the clientele and excellent customer service • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction