A Financial Advisor at New York Life works with individuals, families, and businesses to create customized financial strategies. While the job involves sales, it is heavily relationship-driven and backed by New York Life’s strong training, product range, and reputation. Primary focus areas include: • Protection – Life insurance, long-term care, and disability insurance • Accumulation – Investments, retirement accounts, annuities • Distribution – Retirement income planning Responsibilities: • Prospecting & Networking: Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts. • Needs Assessment : Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance. • Solution Design : Crafting tailored strategies using New York Life’s insurance and investment products. • Ongoing Relationship Management : Meeting regularly with clients to review plans and adjust based on life changes or market conditions. Qualifications: While no direct finance degree is required, successful advisors typically have: • Strong interpersonal and communication skills • Business mindset • Self-discipline and goal orientation • Licensing : • State Life & Health Insurance License (required before selling insurance) • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York Life Compensation: $80,000 - $120,000

• Prospecting & Networking: Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts. • Needs Assessment: Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance. • Solution Design: Crafting tailored strategies using New York Life’s insurance and investment products. • Ongoing Relationship Management: Meeting regularly with clients to review plans and adjust based on life changes or market conditions. • Professional Development: Regular training through NYLIC University, product specialists, and advanced planning teams.