Strategic Business & Executive Planning Advisor - AI Tools

New York Life

New York Life is seeking a relationship-driven advisor in California to build trusted ties with business owners and professional advisors, while designing key person, buy-sell, and executive insurance strategies. You will develop referral partnerships with wealth professionals, lead succession-planning conversations, and leverage technology and AI tools to grow and manage client relationships. This role offers mentorship and industry-leading training. #J-18808-Ljbffr New York Life

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Vacancy posted 2 days ago

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