Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement • Build relationships and guide clients through key financial decisions (retirement, protection, education planning) • Offer tailored solutions across insurance and financial products • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss : After two years of training, our agents become independent career agents and run their own businesses. • Training Support : Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials. • Financial Support : Training subsidy available for eligible candidates during early stages • Resources Tools : Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. • Products Solutions : New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals. • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². Compensation Benefits You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on financial and goal objectives • Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter • Cultivate relationships with a view to helping every family member or individual pursue financial security • Grow your network by being involved in your community and professional groups • Drive to add 50 new clients a year • Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: • Self-motivated individuals who take initiative • Strong communicators who enjoy building relationships • Coachable and open to feedback • Interested in long-term learning and growth, not just a short-term role • Track record of success and goal achievement • Uncompromising integrity • Ability to successfully build relationships • Excellent calendar management skills • Sales experience is preferred • Valid life and health license preferred, but we can assist with that • Valid FINRA Series 6 or 7 & 63/66 preferred but not required (we can assist you with this) Compensation: $100,000 + at plan earnings

• Develop and provide financial advice and strategies that are suitable based on financial and goal objectives • Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter • Cultivate relationships with a view to helping every family member or individual pursue financial security • Grow your network by being involved in your community and professional groups • Drive to add 50 new clients a year • Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional