Please note, this is a sales position! Our firm is rapidly expanding, and we’re looking for a Financial Consultant to join our team. The ideal candidate will be eager to learn the fundamentals of financial services to effectively manage wealth and help clients achieve their financial objectives. Key qualities include strong communication, solid math and analytical skills, and good decision-making abilities. If this sounds like you, we encourage you to apply today! Responsibilities: Please note, this is a sales position! Responsibilities for Financial Consultants at New York Life often include: • Work closely with clients to assess their long-term financial goals, retirement plans, and risk tolerance, crafting tailored financial strategies. • Leverage in-depth understanding of complex insurance products, retirement accounts, and investment options to guide clients in sophisticated financial decision-making. • Recommend suitable products and solutions from New York Life’s advanced portfolio, including life insurance, annuities, and investment options, explaining each in detail. • Develop strategic approaches for client acquisition, nurture high-quality leads, and establish relationships through networking and community engagement. • Guide clients through the policy application process, ensuring all paperwork is accurately completed and aligned with industry regulations. • Provide ongoing support to clients by conducting regular reviews and adjusting strategies as needed, aligning with clients’ evolving financial needs. • Partner with New York Life specialists, underwriters, and financial advisors to deliver holistic financial solutions. • Uphold high ethical standards and ensure compliance with all legal, regulatory, and company guidelines to maintain trust and professionalism. • Stay updated on industry trends, regulatory changes, and new financial products to offer the most effective solutions to clients. These responsibilities enable Advanced Financial Agents to provide a high level of expertise and service, helping clients navigate complex financial landscapes to achieve their goals. Qualifications: Please note, this is a sales position! Qualifications for Financial Consultants at New York Life typically include: • Proven experience in the financial services industry, particularly in areas such as life insurance, retirement planning, wealth management, and investment products. • A valid state Life & Health insurance license is required. Additional certifications such as Series SIE, Series 6, or Series 7 licenses (for securities) may be preferred. • In-depth understanding of complex financial products, including life insurance, annuities, investments, and retirement planning solutions. • Ability to assess clients' financial situations and risk tolerance, and recommend customized solutions to meet their long-term goals. • Proven track record of building and maintaining strong, long-term relationships with high-net-worth individuals, business owners, and families. • Strong sales skills with a demonstrated ability to prospect, acquire, and retain clients through networking, referrals, and lead generation. • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in an accessible manner to clients. • Commitment to maintaining high ethical standards and adherence to all regulatory requirements within the financial services industry. • A self-starter with strong drive to meet personal and professional goals, and the ability to work independently in a results-oriented environment. • Ability to work collaboratively with other New York Life professionals, such as financial advisors, underwriters, and support teams, to provide comprehensive financial solutions. • A dedication to continuous learning, staying current on financial trends, industry changes, and New York Life’s products and services. These qualifications ensure Advanced Financial Agents can effectively provide complex financial solutions, offer expert guidance to clients, and succeed in a competitive and dynamic financial services environment. Compensation: $72,000 - $110,000 yearly

• Please note, this is a sales position!Responsibilities for Financial Consultants at New York Life often include: • Work closely with clients to assess their long-term financial goals, retirement plans, and risk tolerance, crafting tailored financial strategies. • Leverage in-depth understanding of complex insurance products, retirement accounts, and investment options to guide clients in sophisticated financial decision-making. • Recommend suitable products and solutions from New York Life’s advanced portfolio, including life insurance, annuities, and investment options, explaining each in detail. • Develop strategic approaches for client acquisition, nurture high-quality leads, and establish relationships through networking and community engagement. • Guide clients through the policy application process, ensuring all paperwork is accurately completed and aligned with industry regulations. • Provide ongoing support to clients by conducting regular reviews and adjusting strategies as needed, aligning with clients’ evolving financial needs. • Partner with New York Life specialists, underwriters, and financial advisors to deliver holistic financial solutions. • Uphold high ethical standards and ensure compliance with all legal, regulatory, and company guidelines to maintain trust and professionalism. • Stay updated on industry trends, regulatory changes, and new financial products to offer the most effective solutions to clients.These responsibilities enable Advanced Financial Agents to provide a high level of expertise and service, helping clients navigate complex financial landscapes to achieve their goals.