Maria Triani

About Maria Triani

As a Senior Partner out of the company\'s most successful office worldwide I am responsible for achieving New York Life\'s goals and growth plans. Our Boston General Office hires new qualified advisors every year, many of which are established professionals seeking a more rewarding career. Many of our advisors hold numerous degrees and certifications including J.D,CPA, CFP, CHFC, CLU, CFA, MBA and MSFS. We are seeking talented people to join our successful team of professionals. Our nationwide team consists of individuals who are leaders in insurance, investment and retirement planning. We specialize in building strategies within the personal, business, senior and estate planning markets. 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 who are provided the opportunity to take this path. As a licensed advisor one will be responsible for scheduling appointments, meeting with clients, analyzing clients information, making specific recommendations based on a clients goals & concerns and providing ongoing service. We also offer an Accelerated Path to Management Program, you’ll start off as a financial professional, before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use the field experience to understand how to recruit and coach others to success.Our local offices are in Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater, and Johnston, RI. I am based in the Andover office.for career inquiries, please contact my Recruiting Director, Denisse: d••••••••@newyorklife.comEOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Experience

1. Senior Partner

   New York Life

   Apr 2019 — Present

   As a Senior Partner out of the company\'s most successful office worldwide I am responsible for achieving New York Life\'s goals and growth plans. Our Boston General Office hires new qualified advisors every year, many of which are established professionals seeking a more rewarding career. Many of our advisors hold numerous degrees and certifications including J.D,CPA, CFP, CHFC, CLU, CFA, MBA and MSFS. We are seeking talented people to join our successful team of professionals. Our nationwide team consists of individuals who are leaders in insurance, investment and retirement planning. We specialize in building strategies within the personal, business, senior and estate planning markets. 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 who are provided the opportunity to take this path. As a licensed advisor one will be responsible for scheduling appointments, meeting with clients, analyzing clients information, making specific recommendations based on a clients goals & concerns and providing ongoing service. We also offer an Accelerated Path to Management Program, you’ll start off as a financial professional, before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use the field experience to understand how to recruit and coach others to success.Our local offices are in Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater, and Johnston, RI. I am based in the Andover office.for career inquiries, please contact my Recruiting Director, Denisse: d••••••••@newyorklife.comEOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Education

• The American College of Financial Services

  RICP, Finance and Financial Management Services

• Florida Christian University

  Master of Business Administration (M.B.A.), Business Administration

  2007 — 2009

• UNOPAR - Universidade Norte do Paraná

  Bachelor's Degree, Business Administration degree in Marketing

  1999 — 2002

Skills

• Building Relationships
• Legacy Planning
• Retirement Planning
• Education Funding Strategies
• Buy-Sell Agreements
• Direct Sales
• Asset Protection
• Business Networking
• Creative Problem Solving
• Communication
• Business Insurance Planning
• Protection Planning/Family Security
• Annuity Sales
• Charitable Giving
• Networking
• Public Speaking
• Estate Planning
• Licensed Life Insurance Agent