Management Opportunity – Sales Leadership New York Life Insurance & Investments | Marin County, CA (Northern California) Are you a proven sales professional or business-minded leader ready to build something bigger? At New York Life, we’re looking for motivated, competitive individuals who want more than just a sales role — they want a clear path to leadership and management. This opportunity is designed for experienced sales professionals, business owners, and MBA-caliber candidates who want to grow a book of business and develop into a management role with long-term upside. This is not a “sit-and-wait” role — performance drives opportunity. We offer meritocracy with nationwide upside potential. Training & Support • World-class sales, leadership, and product training • Ongoing mentorship and coaching • Access to digital marketing, prospecting, and CRM tools • Exposure to a broad suite of financial and insurance solutions You’ll be trained first to succeed in sales — then trained to lead others. Compensation & Growth • Commission-based income as a financial professional. Training Allowance is provided during this phase. • Upon promotion to management (Associate Partner), salary + bonuses + incentives • Competitive benefits package including medical, retirement, 401(k) matching, and pension options • Significant long-term income potential tied to team performance and leadership growth Responsibilities: What You’ll Do: • Start as a Financial Professional: build client relationships, deliver financial solutions, and generate leads. You'll earn commissions, training allowances, and bonuses • Use CRM tools (Salesforce or similar) to manage clients and pipeline • Achieve licensing and production milestones in your first 12 months • Transition into our Associate Partner Training Program to recruit, train, and manage your own team • You'll earn commission, a monthly training allowance & bonuses in this phase of the development Ideal Candidate: • Experience in sales or team leadership • Coachable, self-motivated, and performance-driven • Interested in a long-term leadership career in financial services What We Offer: • Fast-track to management in 6-12 months • Once in Management - $100,000–$150,000+ 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 Qualifications: Who We’re Looking For: You’ll be a strong fit if you have one or more of the following: • MBA or formal management experience • Experience owning or running a business • 3+ years of sales experience (any industry) 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 Compensation: $180,000 at plan earnings

• What You’ll Do: • Start as a Financial Professional: build client relationships, deliver financial solutions, and generate leads. You'll earn commissions, training allowances, and bonuses • Use CRM tools (Salesforce or similar) to manage clients and pipeline • Achieve licensing and production milestones in your first 12 months • Transition into our Associate Partner Training Program to recruit, train, and manage your own team • You'll earn commission, a monthly training allowance & bonuses in this phase of the developmentIdeal Candidate: • Experience in sales or team leadership • Coachable, self-motivated, and performance-driven • Interested in a long-term leadership career in financial servicesWhat We Offer: • Fast-track to management in 6-12 months • Once in Management - $100,000–$150,000+ 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