New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights: • First-Year Earnings Potential: $45,000 to $130,000+ • Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year • Full Benefits: Medical, dental, vision, life, and disability insurance • Retirement Plans: 401(k) with match and a company-funded pension • Professional Development: Tuition reimbursement for select certifications and designations Responsibilities: • Build customized financial strategies for clients, including individuals, families, and business owners • Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products • Cultivate long-term relationships by delivering consistent client value and advice • Meet benchmarks in production and leadership to transition into the Associate Partner role • Participate in New York Life’s robust training and leadership development programs • As a future manager, recruit, develop, and mentor a team of Financial Professionals Qualifications: Required: • Bachelor’s degree or equivalent professional experience • Excellent communication, presentation, and interpersonal skills • Strong work ethic and goal orientation • Ability to work independently and manage time effectively • Business-minded spirit with leadership potential Preferred: • MBA or equivalent graduate degree (completed within the past 24 months) • Prior experience in sales, financial services, or business ownership • Previous leadership or management experience • Currently licensed or willing to obtain: Life and Health Insurance License and FINRA SIE, Series 6 or 7, and Series 63 Compensation: $45,000 - $130,000 yearly

• Build customized financial strategies for clients, including individuals, families, and business owners • Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products • Cultivate long-term relationships by delivering consistent client value and advice • Meet benchmarks in production and leadership to transition into the Associate Partner role • Participate in New York Life’s robust training and leadership development programs • As a future manager, recruit, develop, and mentor a team of Financial Professionals