Wenping Jin, CLU®, ChFC®
Financial Services Professional | Individuals | Business Owners@ Eagle Strategies, Llc
Waltham, Massachusetts, United States
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Wenping Jin, CLU(r), ChFC(r) is a highly experienced professional with 27.5 years of work experience in the financial services industry. He specializes in estate planning, education funding strategies, licensed in long term care insurance, annuity sales, and lifetime income strategies. Based in Waltham, Massachusetts, Wenping is a licensed agent, specializing in insurance, financial, estate, personal, and business planning. He is dedicated to building a financial services business with significant income potential and helping others achieve financial security. Wenping is also skilled in scheduling appointments, meeting with clients, and providing ongoing service. Contact him at [email protected] for more information on EOE-M
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@newyorklife.com
@eaglestrategies.com
@nylifesecurities.com
@ft.newyorklife.com
@nyl.com
+1 781398****
+1 781985****
+1 212576****
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About

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: [email protected]. EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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Work Experience

51 madison ave, new york, ny 10010, us
740
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Wenping Jin, CLU®, ChFC®'s Professional Milestones

  • Partner (2019-02-01~): Successfully negotiated and executed mutually beneficial partnerships, driving growth and maximizing business opportunities.
  • Assitant Vice President Of Lending (2000-08-01~2009-11-01): Transformed lending operations to enhance efficiency and foster customer satisfaction.
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Education

Nankai University
Nankai University

History,

Masters,

Master Of Arts,

Bachelors,

Bachelor Of Arts

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