Accelerated Path to Management – Marin County New York Life Insurance & Investments | Fortune 100 Build a career. Lead people. Significant income opportunity. New York Life’s Accelerated Path to Management is designed for experienced sales professionals, forward-thinkers, and business-minded leaders who want a clear, structured path into leadership and management within a Fortune 100 organization. This is not a shortcut — it’s a proven leadership track. You’ll first build credibility as a financial professional, then transition into management with formal training, salary, and long-term upside. What We Offer: • Fast-track to management in 6-12 months • Once in Management - + base compensation per year, plus bonuses and commissions • Comprehensive benefits: 401(k) with matching, pension plan, medical, dental, vision, life insurance, HSA/FSA, PTO, and paid training • Award-winning mentorship and leadership development Compensation & Upside • Phase 1: Commission-based income as a financial professional, + robust training allowance, + incentives + bonuses • Phase 2: Base Salary plus + commissions + bonuses, and incentives • Medical, dental, vision, pension, and 401(k) with match, company pension • Long-term income is tied to team performance and leadership success. • Upside income potential • Ability to relocate to over 110 locations nationwide Responsibilities: How the Accelerated Path Works Phase 1: Financial Professional • Build a book of business and client relationships • Learn marketing, business development, and client management • Receive extensive training, tools, and support • Meet defined performance and licensing requirements (FINRA) Phase 2: Associate Partner (Management Track) • Enter a 6-month intensive management training program • Learn to recruit, coach, and develop financial professionals • Begin building and leading your own team • Advance to higher levels of leadership based on results Qualifications: Who This Opportunity Is For You’re a strong fit if you have one or more of the following: • Sales or leadership experience in any industry • Experience owning, running, or scaling a business • MBA or formal management background • Competitive, goal-driven mindset with leadership ambitions Additional Requirements: • Must be located in Northern California (focus on Marin County ) • Strong communication skills and a competitive mindset • Comfortable working toward goals in a performance-based environment • Ability to pass FINRA licenses Series 6 & 63 or Series 7 & 65 or 66. All study materials, exams, and licensing expenses are paid by the company Compensation: $230,000 at plan earnings

• How the Accelerated Path WorksPhase 1: Financial Professional • Build a book of business and client relationships • Learn marketing, business development, and client management • Receive extensive training, tools, and support • Meet defined performance and licensing requirements (FINRA)Phase 2: Associate Partner (Management Track) • Enter a 6-month intensive management training program • Learn to recruit, coach, and develop financial professionals • Begin building and leading your own team • Advance to higher levels of leadership based on results