Are you ready to build a career that makes a difference? At New York Life, we’re expanding our Houston team and seeking motivated, goal-driven individuals to join us as Financial Professionals. In this role, you will: • Deliver personalized financial guidance to help clients protect what matters most and achieve their goals. • Build lasting professional relationships while making a meaningful impact in your community. • Develop your own practice with the backing of an industry leader. What we offer: • Comprehensive training and mentorship from experienced leaders. • Ongoing support, tools, and resources to ensure your success. • A career with purpose, growth potential, and the ability to shape your own future. If you are a strong communicator, enjoy helping others succeed, and are driven to achieve your goals, we invite you to take the first step toward a fulfilling career with New York Life. Responsibilities: • Actively engage with potential clients in Houston, TX, to establish strong relationships and serve as their trusted financial advisor • Collect financial data from clients to evaluate their financial situation, objectives, income, and expectations • Create customized financial strategies for clients based on anticipated life events and changing financial requirements • Offer personalized financial guidance and strategies that match clients risk tolerance and goals • Support clients in executing financial recommendations, such as savings schemes, life insurance, mutual funds, and other pertinent financial instruments Qualifications: • Excellent interpersonal skills, effective communication abilities, and a strong commitment to customer service are essential for this role • Looking for a candidate with an innovative business mindset • Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices • Sales and finance background is beneficial, though not mandatory Compensation: $90,000 - $115,000 yearly

• Actively engage with potential clients in Houston, TX, to establish strong relationships and serve as their trusted financial advisor • Collect financial data from clients to evaluate their financial situation, objectives, income, and expectations • Create customized financial strategies for clients based on anticipated life events and changing financial requirements • Offer personalized financial guidance and strategies that match clients risk tolerance and goals • Support clients in executing financial recommendations, such as savings schemes, life insurance, mutual funds, and other pertinent financial instruments