Please note, this is a sales position! We are looking for a driven Client Sales Representative with an entrepreneurial mindset to identify and convert insurance policy leads while managing a diverse client portfolio. The ideal candidate will have experience in a related insurance role, where they successfully built a pipeline of prospects through referrals, networking, cold calling, marketing efforts, and other proactive sales strategies. If you are a motivated, organized, and resourceful professional who thrives in a dynamic and multifaceted environment, we want to hear from you! With comprehensive training, mentorship, and support, you’ll have the tools to control your earning potential. If this opportunity excites you, apply today! Responsibilities: Please note, this is a sales position! • Meet with clients to evaluate their insurance needs, financial objectives, and risk tolerance, gathering comprehensive insights into their financial situation. • Recommend appropriate insurance products from New York Life’s portfolio, clearly explaining options, features, and benefits to empower clients to make well-informed decisions. • Develop and execute effective sales strategies, set clear goals, and actively pursue new clients through networking, community engagement, and lead-generation efforts. • Assist clients throughout the application process by collecting required information, completing paperwork, and working with underwriters to ensure smooth and timely policy issuance. • Establish and nurture strong client relationships by conducting regular policy reviews, offering continuous support, and adjusting coverage as clients' needs evolve. • Comply with all regulatory standards, ethical practices, and company policies, ensuring that clients’ insurance plans meet legal requirements and maintain confidentiality. • Engage in ongoing professional development to stay up-to-date on industry trends, product advancements, and sales techniques, improving service quality and effectiveness. • Collaborate with other New York Life professionals, including underwriters and financial advisors, to provide clients with well-rounded, comprehensive financial solutions. Qualifications: Please note, this is a sales role! • Meet with clients to assess insurance needs, financial goals, and risk tolerance, gathering information on their current situation and coverage. • Analyze risks and review policies to identify gaps or improvements. • Recommend suitable New York Life insurance products and explain options, benefits, and exclusions to help clients make informed decisions. • Facilitate applications by gathering details, completing paperwork, and coordinating with underwriting for seamless policy issuance. • Maintain client relationships through regular policy reviews and support, suggesting adjustments as needed. • Proactively seek new clients via networking, community involvement, and lead generation. • Ensure compliance with regulations, ethical standards, and company policies. • Collaborate with team members, like underwriters and financial advisors, to provide comprehensive client solutions. Compensation: $60,000 - $91,000 yearly

• Please note, this is a sales position! • Meet with clients to evaluate their insurance needs, financial objectives, and risk tolerance, gathering comprehensive insights into their financial situation. • Recommend appropriate insurance products from New York Life’s portfolio, clearly explaining options, features, and benefits to empower clients to make well-informed decisions. • Develop and execute effective sales strategies, set clear goals, and actively pursue new clients through networking, community engagement, and lead-generation efforts. • Assist clients throughout the application process by collecting required information, completing paperwork, and working with underwriters to ensure smooth and timely policy issuance. • Establish and nurture strong client relationships by conducting regular policy reviews, offering continuous support, and adjusting coverage as clients' needs evolve. • Comply with all regulatory standards, ethical practices, and company policies, ensuring that clients’ insurance plans meet legal requirements and maintain confidentiality. • Engage in ongoing professional development to stay up-to-date on industry trends, product advancements, and sales techniques, improving service quality and effectiveness. • Collaborate with other New York Life professionals, including underwriters and financial advisors, to provide clients with well-rounded, comprehensive financial solutions.