As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded. Successful financial sales is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Coming to work at New York Life each day means contributing to the financial goals of millions of families and businesses and providing them with peace of mind. As a mutual company, we are uniquely aligned with our policy owners' interests and priorities; this makes our jobs meaningful and often personal. Our purpose-driven mind-set has attracted a diverse group of people who want to do good and support the communities where we live and work. Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Exemplary communication and relationship skills to support strong customer service for current and new clients • Though not required, a valid FINRA Series 6/7 & 63/66 license is considered a plus Traits of our most successful Associates • Passion to help people • Integrity • Attitude for success • Enthusiasm • Resilience • Goal-Oriented • Coach-able Compensation: $70,000 - $100,000

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects