New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive two-year paid training program, marketing support, and 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. The career opportunity with New York Life offers independence, upside income, education on the company's dime, defined advancement opportunities, and a real impact on people's lives and your community. Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • 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 • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services Qualifications: • Strong relationship management skills and/or experience required • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required • Must have the ability to successfully network and prospect for new clients • Current insurance and/or investment licenses are a plus Compensation: $80,000 - $100,000 at plan

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