Ge Ivy Shen

Partner @New York Life

Reno, NV, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Partner @New York Life

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San Mateo, CA, US

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 guidance, encouragement, and training for those 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, personal 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. If you are interested in becoming a financial services professional, please contact me at: g••••@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

EDUCATION

1999 — 2001

Cañada College

Fashion/Apparel Design

2015

American College

CLU, CHFC, RICP

2018

Life Coach Institute of Orange County

Certified Professional Life Coach, People Development

SKILLS

Microsoft OfficeSalesLeadershipRisk ManagementRetirementDisability InsuranceRetirement PlanningProcess ImprovementInvestmentsFinancial AnalysisFinancial ServicesLong Term Care InsuranceInsurance

ABOUT GE IVY SHEN

This profession became the calling of my life since 2005, and providing my services to each individuals and families is a serious work of art to me. Together, we defining a clear vision of your desired outcome and you will explore these mathematic, economic, scientific Facts rather than Opinions to ensure your decisions and actions are aligned with your financial goals as to maximizing your chances of success in our unpredictable life. 20 years of my professional journey, I am more proud of what my Skills, Experiences and Wisdom can share with my clients rather than how many years I have qualified for MDRT and Council member. The trust I have earned from my clients are the most valuable asset I have accumulated in my life.

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Ge Ivy Shen — Partner at New York Life in Reno, NV, US | Unifers