Please note that this is a sales position! Our company is growing quickly, and we’re seeking life insurance consultants to become part of our team. The ideal candidate will be motivated to learn the basics of financial services to manage wealth effectively and assist clients in reaching their financial goals. Essential qualities include excellent communication skills, strong math and analytical abilities, and sound decision-making skills. If this describes you, we encourage you to apply today! Benefits: • 401(k) • Full benefits (health, dental, vision) • Flexible schedule • Licensing sponsors • Bonus opportunities Responsibilities: Please note, this is a sales position! • Offer comprehensive financial planning services tailored to client needs. • Evaluate clients' financial situations and create personalized strategies. • Educate clients on financial products and services. • Assist with insurance sales and benefits administration. • Conduct outreach and sales activities to grow the client base and meet targets. • Promote financial products and services to prospective clients. • Clearly explain complex financial concepts to clients. • Use telemarketing to generate leads and schedule appointments. • Work collaboratively with team members to achieve shared goals. Qualifications: Please note, this is a sales position! • Preferred experience in sales, customer service, or a related field, with a strong performance record. • Knowledge of life insurance, annuities, investments, and retirement planning. • Skilled in assessing client needs and providing tailored financial solutions. • Proven ability to build relationships with high-net-worth individuals and businesses. • Strong communication skills to simplify complex financial concepts. • Committed to ethics, compliance, and industry regulations. • Self-motivated, goal-driven, and able to work independently. • Collaborative team player within New York Life’s professional network. • Bachelor’s degree is preferred but not required. • Bilingual (Vietnamese/Chinese) is a plus. Compensation: $72,000 - $100,000 yearly

• Please note, this is a sales position! • Offer comprehensive financial planning services tailored to client needs. • Evaluate clients' financial situations and create personalized strategies. • Educate clients on financial products and services. • Assist with insurance sales and benefits administration. • Conduct outreach and sales activities to grow the client base and meet targets. • Promote financial products and services to prospective clients. • Clearly explain complex financial concepts to clients. • Use telemarketing to generate leads and schedule appointments. • Work collaboratively with team members to achieve shared goals.