Accelerated Path to Management — Build a Leadership Career with New York Life Are you ready to take your professional experience and transform it into a career in leadership? At New York Life Insurance Company, we’ll invest in your success from day one—helping you grow first as a Financial Professional and then preparing you to lead others as a Manager. Through comprehensive training, one-on-one mentorship, and access to advanced digital tools, you’ll develop the expertise to succeed in both sales and management within one of the most trusted names in the financial services industry. What We’re Looking For We’re seeking driven, high-achieving individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. You may be a great fit if you can answer “yes” to any of the following: • You have sales or managerial experience in another industry. • You have previously owned or managed a business. • You have an MBA or equivalent advanced degree. If you’re motivated to build something meaningful—while developing leadership and financial expertise—this program is for you. Training and Development From the very start, you’ll receive comprehensive, hands-on training through NYLIC University , one of the most respected professional development programs in the industry. You’ll gain skills in: • Marketing and business development • Client relationship management • Financial needs analysis and solutions design You’ll also have access to: • Sales and marketing experts • A suite of digital prospecting tools • Web, social, and email marketing support • Ongoing mentorship from experienced field leaders As your career progresses, you’ll continue to have opportunities for advancement into senior management positions within the company. Benefits • Health, Dental, Life, and Disability Insurance • 401(k) after one year of service • Pension Plan • Continuing Education Reimbursement • Reimbursement for Professional Designations (CLU®, ChFC®, CFP®, etc.) Responsibilities: The Accelerated Path to Management Program is a structured, two-phase career track with New York Life: Phase 1 – Financial Professional (First 12 Months) • Purpose: Learn the business from the ground up • Responsibilities: Sell New York Life’s financial products, build client relationships, and meet performance requirements • Training & Support: • Full onboarding and product training • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.) • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products) Phase 2 – Transition to Management (Next 6 Months) • Prerequisite: Must meet specific performance and licensing requirements in Phase 1 • Program: Six-month Associate Partner training focused on leadership and management skills • Responsibilities: • Recruit, coach, and manage a team of financial professionals • Drive performance through mentoring and leadership Career Path: Ongoing opportunities for promotion into higher management levels. Key Takeaways: • This program is designed for ambitious professionals who want both sales and leadership experience • It’s a hybrid path: you gain credibility and insight by first succeeding in the role you’ll later manage • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early Qualifications: Required Licenses & Certifications • Have or be willing to obtain : • FINRA Series 7, 63, 65, or 66 registrations • Life and Health insurance licenses Experience & Education • Minimum: 2+ years of industry or sales management experience • Education: Master's degree or equivalent professional experience Core Competencies • Proven ability to lead and manage teams effectively • Strong sales, leadership, and communication skills • Demonstrated track record of meeting or exceeding performance targets • Comfortable working in a team-based environment Professional Skills & Traits • Highly organized and detail-oriented • Excellent time management skills • Ability to inspire, motivate, and coach others to achieve goals NORTH AND SOUTH CAROLINA RESIDENTS ONLY. This is not a remote position. Compensation: $60,000 - $150,000 yearly

• The Accelerated Path to Management Program is a structured, two-phase career track with New York Life:Phase 1 – Financial Professional (First 12 Months) • Purpose: Learn the business from the ground up • Responsibilities: Sell New York Life’s financial products, build client relationships, and meet performance requirements • Training & Support: • Full onboarding and product training • Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.) • Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products)Phase 2 – Transition to Management (Next 6 Months) • Prerequisite: Must meet specific performance and licensing requirements in Phase 1 • Program: Six-month Associate Partner training focused on leadership and management skills • Responsibilities: • Recruit, coach, and manage a team of financial professionals • Drive performance through mentoring and leadershipCareer Path: Ongoing opportunities for promotion into higher management levels.Key Takeaways: • This program is designed for ambitious professionals who want both sales and leadership experience • It’s a hybrid path: you gain credibility and insight by first succeeding in the role you’ll later manage • Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early