Dana McMichael

About Dana McMichael

For over 5 years, I have been in the business of building entrepreneurial teams specializing in helping Business Owners & Bankers of all backgrounds take their careers to the next level in building a Financial Service business. I understand these individuals having spent time personally building a Financial Practice supporting these professionals in the community. My success has been based upon working with a collaborative and seasoned team of Development Managers and Internal Consultants to provide on-going training, support and mentorship to Agents throughout their career.New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security and maintain a flexible schedule. We offer tremendous support and encouragement for those who want to take this path.The Opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, family, and business planning.Description of Activities and Responsibilities: As a licensed agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients\' information, making product recommendations and providing ongoing service.Specialties: Retirement Strategies, Wealth Management Solutions, Employee Benefits, Personal Insurance (Life, Disability, Long Term Care, Health), Business Succession, Asset Allocation Strategies, Estate Conservation Strategies, Executive Benefit Strategies.If you are interested in becoming a financial services professional, please contact me at (56••••••26 or d••••••••@newyorklife.com New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Experience

1. Partner

   New York Life

   Aug 2018 — Present

   My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”

Education

• Universidad de San Martín de Porres

  Master’s Degree

  1983 — 1991

Skills

• Life Insurance