Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Career seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, independence, defined advancement opportunities, and impact, start your application today! Responsibilities: • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Obtain the necessary licenses to sell securities and investment products for wealth management and advanced planning purposes • Enhance your professional expertise and knowledge by participating in the training curriculum provided by New York Life • Create and implement strategic business plans to expand your client portfolio • Identify and reach out to potential clients to address their financial needs and inquiries • Provide sound financial planning advice, insurance solutions, and retirement education utilizing a range of high-quality products such as life insurance, fixed annuities, securities, and long-term care insurance Qualifications: • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Basic computer skills with proficiency with Microsoft Office suite is necessary • Job seekers must have an insurance license • Experience with accounting and or sales lead software is a plus • Strong understanding of business principles and practices • Preference for having an entrepreneurial mindset and experience in sales • Excellent written and verbal communication skills to convey complex ideas effectively • Ability to connect with the community and utilize personal networks for engagement • Eager to learn and continually improve oneself • Demonstrates unwavering integrity and accountability Compensation: $80,000 - $100,000+ at plan

• •
• Obtain the necessary licenses to sell securities and investment products for wealth management and advanced planning purposes •
• Enhance your professional expertise and knowledge by participating in the training curriculum provided by New York Life •
• Create and implement strategic business plans to expand your client portfolio •
• Identify and reach out to potential clients to address their financial needs and inquiries •
• Provide sound financial planning advice, insurance solutions, and retirement education utilizing a range of high-quality products such as life insurance, fixed annuities, securities, and long-term care insurance