New York Life’s Fast Track to Management program is a unique opportunity designed for high-performing professionals with leadership aspirations. This role begins with building a successful personal financial practice focused on insurance, investments, and retirement planning — all while preparing for a transition into a management position within 12 to 24 months. As a candidate in this accelerated track, you'll receive world-class training, mentorship, and the tools needed to succeed both as a Financial Services Professional and as a future leader. Upon meeting performance benchmarks, you’ll take on responsibilities including recruiting, training, and developing a team, while driving strategic growth and delivering value to clients and the organization. This career offers the perfect blend of enterprising independence and corporate support, along with upside income potential, leadership advancement, and the opportunity to make a lasting impact in your community. Responsibilities: • Build and grow a personal financial practice by helping individuals, families, and businesses with insurance and financial strategies • Achieve defined performance benchmarks to qualify for promotion into management within 12–24 months • Recruit, onboard, and mentor new financial professionals as you transition into a leadership role • Model ethical, productive, and client-focused business practices for your team • Lead by example through personal production, business planning, and consistent client engagement • Conduct joint work and coaching sessions to support team development and skill-building • Collaborate with senior leadership to drive performance, implement strategy, and foster a positive team culture • Monitor key performance metrics and provide accountability and support to team members • Participate in ongoing training in leadership, sales, recruiting, and compliance • Uphold New York Life’s standards of excellence, professionalism, and integrity Qualifications: • Proven leadership experience or strong leadership potential • Enterprising mindset with a desire to build and lead a team • Strong communication, coaching, and interpersonal skills • Demonstrated track record of success in sales, business development, or client-facing roles • Highly self-motivated, goal-oriented, and organized • Ability to recruit, mentor, and develop talent • Bachelor’s degree required; advanced degree or business background is a plus • Willing and able to complete licensing requirements in a timely manner (Life & Health, Series 6/63 or Series 7/66) • Must be able to pass a background check • Authorized to work in the United States without current or future sponsorship • Committed to completing a defined leadership development plan within 12–24 months Compensation: $80,000 - $120,000 yearly

• Build and grow a personal financial practice by helping individuals, families, and businesses with insurance and financial strategies • Achieve defined performance benchmarks to qualify for promotion into management within 12–24 months • Recruit, onboard, and mentor new financial professionals as you transition into a leadership role • Model ethical, productive, and client-focused business practices for your team • Lead by example through personal production, business planning, and consistent client engagement • Conduct joint work and coaching sessions to support team development and skill-building • Collaborate with senior leadership to drive performance, implement strategy, and foster a positive team culture • Monitor key performance metrics and provide accountability and support to team members • Participate in ongoing training in leadership, sales, recruiting, and compliance • Uphold New York Life’s standards of excellence, professionalism, and integrity