Job Description

Financial Professionals help individuals, families, retirees, and business owners identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to help clients develop a long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include, but are not limited to, risk management, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning. Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity 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, with the ability to run your own practice. You will be in business for yourself, but never by yourself. Responsibilities: Agents with New York Life: • Provide comprehensive financial guidance to clients, including retirement planning, investment strategies, risk management, and estate planning. • Build and maintain strong client relationships by delivering consistent, ethical, and professional financial advice tailored to individual needs. • Prospect for new clients through networking, referrals, seminars, and community engagement to grow a sustainable client base. • Analyze clients' financial situations and recommend appropriate products and services, such as life insurance, annuities, and investment options. • Stay informed about industry trends and maintain all necessary licenses and certifications to ensure compliance with financial regulations and company standards. • Collaborate with internal teams , including underwriting and product specialists, to develop holistic financial solutions. Qualifications: • We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. • The candidate we seek must possess uncompromising integrity, strong communication skills, and a passion for helping clients. About Company: Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

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