At New York Life, we're inviting driven individuals to embark on a transformative journey through our Accelerated Leadership Development Program. This is more than just a job—it's a chance to carve out a fulfilling career with purpose, growth, and the opportunity to lead. Our fast-track program is thoughtfully designed to guide you from building a strong foundation as a Financial Professional to stepping confidently into leadership roles. You'll start by gaining real-world experience, learning to protect and grow wealth for clients through comprehensive training, mentorship, and access to advanced digital tools. Once you've laid the groundwork, you'll transition into our Associate Partner program, where you'll learn the art of leadership through structured coaching and hands-on experience in team development. We're committed to your career progression, offering a clear path to roles like Partner, Senior Partner, and Managing Partner. Our supportive environment encourages personal and professional growth, with a performance-driven culture and recognition programs. Join us at New York Life, and let's shape a future where your ambition knows no bounds. Responsibilities: Phase 1: Financial Professional (Production & Business Development) • Develop and grow a personal client base through networking, referrals, and strategic prospecting • Conduct in-depth financial fact-finding to assess clients’ goals, risk tolerance, and financial position • Design and present customized financial strategies, including protection, retirement, and wealth-building solutions • Recommend appropriate insurance and financial products aligned with client objectives • Build long-term client relationships through ongoing service, annual reviews, and proactive communication • Maintain compliance with all industry regulations, licensing requirements, and company standards • Achieve defined performance milestones required for leadership consideration Phase 2: Leadership Development (Associate Partner Track) Upon meeting performance and eligibility benchmarks: • Recruit, select, and onboard new financial professionals • Coach, mentor, and develop team members to drive performance and accountability • Conduct joint work appointments and provide field training support • Assist in creating business development strategies for team growth • Foster a culture of professionalism, ethical practice, and results-driven performance • Monitor and track team production metrics and provide performance guidance • Participate in leadership training and management development programs Qualifications: • Experience in life insurance/financial services, with a focus on client relationship management • Ability to conduct comprehensive financial assessments and develop tailored strategies • Proven track record of meeting performance milestones in a results-driven environment • Strong communication skills to effectively present financial solutions to clients • Ability to build and maintain long-term client relationships through proactive service • Familiarity with industry regulations and commitment to maintaining compliance • Experience in recruiting, mentoring, and developing financial professionals is a plus, but not required Compensation: $85,000 - $150,000 yearly

• Phase 1: Financial Professional (Production & Business Development) • Develop and grow a personal client base through networking, referrals, and strategic prospecting • Conduct in-depth financial fact-finding to assess clients’ goals, risk tolerance, and financial position • Design and present customized financial strategies, including protection, retirement, and wealth-building solutions • Recommend appropriate insurance and financial products aligned with client objectives • Build long-term client relationships through ongoing service, annual reviews, and proactive communication • Maintain compliance with all industry regulations, licensing requirements, and company standards • Achieve defined performance milestones required for leadership considerationPhase 2: Leadership Development (Associate Partner Track)Upon meeting performance and eligibility benchmarks: • Recruit, select, and onboard new financial professionals • Coach, mentor, and develop team members to drive performance and accountability • Conduct joint work appointments and provide field training support • Assist in creating business development strategies for team growth • Foster a culture of professionalism, ethical practice, and results-driven performance • Monitor and track team production metrics and provide performance guidance • Participate in leadership training and management development programs