Job Description

WANT TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?

• Is your practice growing?
• Want to be part of a stable, dependable firm?
• Looking for new opportunities to expand your market?
• Interested in offering new products or services?

THE AVERAGE INCOME OF TOP 500 OF NEARLY 12,000 OF OUR FINANCIAL PROFESSIONALS WHO SOLD AT LEAST ONE LIFE INSURANCE POLICY IN 2020 WAS $685,463, AND TOP 1000 WAS $491,287. (TOP 100 WAS $1,328,796; TOP 50 WAS $2,139,143.)

IT’S ALL BUILT ON A STRONG FOUNDATION. Whether you specialize in fee-based planning,1 business succession, or protecting growing families, our record of financial strength and integrity is built to support you.

• We’re one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.2
• We’re committed to our field force. That means you’ll have all the guidance, support, and resources you need to do what you do best—serve your clients. Our managers are here to support your success, not compete with you for sales.
• Our agents are leaders in the industry. As of 2021, New York Life has led the Million Dollar Round Table (MDRT) in membership for 67 consecutive years. For over 20 years, we have also led in MDRT’s top-tier categories, Court of the Table, and Top of the Table.3 You’ll be able to network productively among your peers and learn firsthand from agents at the top of the industry.

BUILD THE FINANCIAL PRACTICE YOU ENVISION. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We’re here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,4 and survivorship products, along with variable4 and fixed annuities, and long term care insurance. In addition, our agents have the opportunity to expand their practices through New York Life’s subsidiaries and organizations.

• NYLIFE SECURITIES LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients’ varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services.
• EAGLE STRATEGIES LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients’ needs.
• THE NAUTILUS GROUP® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies.

ADVANCED PLANING GROUP. A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, manufacture, and close large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas: • Business protection and succession • Non-qualified executive benefit strategies • Tax diversification and reduction strategies • Wealth transfer and distribution strategies • Transnational planning (non-U.S. citizen) • Estate tax mitigation • Asset protection • Charitable giving strategies.(The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice.)

ADDITIONAL BENEFITS. Our competitive benefits package ensures that eligible agents are rewarded for their hard work. It features:

GROUP PLAN FOR NEW YORK LIFE AGENTS

• Comprehensive medical care
• Group term life insurance • Long-term disability insurance
• Dental care
• Vision care Agents Progress-Sharing Investment Plan (401(k) savings plan) NYLIC Retirement Plan (defined benefit retirement plan) Deferred First-Year Commission Plan.

WHAT ELSE CAN YOU EXPECT?

• Comprehensive, ongoing training and professional development.
• Continuing education events—for you and your network of professional advisors.
• A variety of career path opportunities.
• Tuition reimbursement program for advanced professional designation courses.

We are not resting on our laurels. We are constantly looking for ways to improve our structure and to better support our agents and clients. We never lose sight of the fact that your clients are special, all with their own unique goals and needs; so whatever community you serve, we are ready to provide quality products, outstanding service, and highly trained financial professionals.

1 Offered by financial advisors for Eagle Strategies LLC. | 2 New York Life has received among the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 9/30/2021. The ratings do not pertain to any investment products, because they are subject to market risks and will fluctuate in value. | 3 MDRT data as of July 2021. 4 Offered by properly licensed registered representatives.

The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan, the Group Plan for New York Life Agents, and the NYLIC Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans. Agents must generally be contracted with New York Life for four years to participate in the Deferred First-Year Commission Plan.

Company Description

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street.9 Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders.. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.