Join Us in Charlotte, NC, and Elevate Your Career with New York Life! Are you prepared to embark on a fulfilling career rather than settling for just any job? Envision yourself managing a business, facing challenges, reaping financial rewards, and experiencing personal satisfaction. If this resonates with you, exploring a career with New York Life Insurance Company as your partner is the right step. We are seeking driven individuals who aspire to: • Take charge of their work schedule to create a harmonious work-life balance. • Cultivate a career with substantial income opportunities. • Expand their business with the backing of New York Life's financial stability and trustworthiness. • Impact their community by assisting others in achieving financial peace of mind. • Tailor their career journey to align with their financial aspirations. • Engage in lifelong learning and professional advancement. • Receive recognition and incentives for their financial accomplishments. • Chart their career as a Financial Services agent with prospects for leadership roles. Training, Support, and Professional Development: New York Life offers an extensive three-year training program, marketing support, and access to prospecting and technical assistance. Our initiatives enable you to collaborate with seasoned, successful agents and managers who will help you grow your client base. Anticipate the resources and ongoing backing that come with being affiliated with a Fortune 100 company. Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisors. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • Life, health and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame. • Relationship management skills are required. • Entrepreneurial Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. Compensation: $84,000 - $115,000 yearly

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisors. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.