Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. If you're looking for a career with a Fortune 100 company that offers independence, defined advancement opportunities, upside income, paid education, and real impact, apply today. Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • 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 • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Qualifications: • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity • Must have the ability to successfully network and prospect for new clients • Must have effective relationship management skills • Current insurance and/or investment licenses are a plus Compensation: $80,000 - $100,000 at plan

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