Please note that this is a sales position! Are you a customer service professional looking for a great opportunity in insurance? You might be a perfect fit for our open insurance customer service representative role. You'll be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. Additional tasks include generating policy quotes and providing coverage advice for new and potential customers. Our ideal candidate has previous customer service experience and has excellent rapport with clients. If this sounds like you, please start your application today! Responsibilities: Please note that this is a sales position! • Cultivate strong relationships with clients to understand their financial objectives. • Offer personalized insurance solutions, including life insurance, retirement planning, and wealth protection. • Develop new business through referrals, networking, and targeted marketing. • Perform financial assessments to provide tailored recommendations. • Manage client portfolios, ensuring policies stay aligned with changing needs. • Convert prospects into clients by highlighting the benefits of insurance products. • Ensure adherence to industry regulations and uphold New York Life’s ethical standards. Qualifications: • Strong interpersonal and communication skills. • Entrepreneurial mindset with a keen drive for success. • Self-driven, highly organized, and detail-focused. • Sales or financial services experience is a plus. • Willing to obtain necessary licensing (sponsored by New York Life). Compensation: $60,000 - $92,000 yearly

• Please note that this is a sales position! • Cultivate strong relationships with clients to understand their financial objectives. • Offer personalized insurance solutions, including life insurance, retirement planning, and wealth protection. • Develop new business through referrals, networking, and targeted marketing. • Perform financial assessments to provide tailored recommendations. • Manage client portfolios, ensuring policies stay aligned with changing needs. • Convert prospects into clients by highlighting the benefits of insurance products. • Ensure adherence to industry regulations and uphold New York Life’s ethical standards.