• The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. 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. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients • #73 on Fortune 100 in 2020 • A leading company with many agents qualifying for MDRT2 year after year Responsibilities: • 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 • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: DESIRED SKILLS AND EXPERIENCE • 4-year College Degree • The candidate must be an accomplished communicator with strong verbal and written skills • Prior sales and/or business experience preferred • Entrepreneurial mindset • Strong desire to help others • It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment TRAINING, DEVELOPMENT BENEFITS • Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference • In conjunction with in-office training, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agentsWe have Fast Track to Management opportunities for qualified professionals once established in the career. Compensation: $75,000

• 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 • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time