Financial Services Professional • Are you a business-minded leader who has the following traits? • Coachable • Communicative • Self-disciplined • Community-minded • Business-Minded If the answer is yes, consider becoming a Financial Services Professional to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... Candidates must reside in Northern California. (Currently seeking candidates in Marin, Sonoma, Napa, Mendocino, and Solano Counties.) This is a full-time opportunity. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. You will enjoy a flexible work schedule so that you can stay involved in your community and strengthen relationships. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing investment professionals. We provide study materials and pay for your state licensing exams and FINRA exams. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. ****How we will compensate you You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. $130,000 at plan earnings. Responsibilities: Build and Maintain Client Relationships Educate Clients on Financial Options • Explain basic financial concepts, products, and strategies in a clear, understandable way to help clients make informed decisions—training and support provided Develop Customized Financial Plans • We will train you to help clients. You will create tailored solutions for • retirement, investments, insurance needs, budgeting and family legacy planning, and business succession planning. Commit to Ongoing Learning and Professional Growth • We provide all the training courses you will need to obtain your professional licenses. We pay for your insurance and FINRA license exams. We also provide tuition reimbursement to help you obtain a financial designation such as ChFC®, RICP®, or CFP® • Stay current on financial industry trends and complete required training and licensing to build your expertise and credibility over time Qualifications: Strong Interpersonal and Communication Skills • Proven ability to build relationships, listen actively, and explain complex concepts clearly—skills gained in fields like education, sales, healthcare, or customer service are highly valued Interest in Helping Others Achieve Financial Goals • A genuine desire to make a difference in people's lives by guiding them through important financial decisions, even if formal financial experience is limited Motivation to Learn and Grow • Demonstrated commitment to professional development. We provide training and pay for licensing Compensation: $130,000 at plan earnings

• Build and Maintain Client RelationshipsEducate Clients on Financial Options • Explain basic financial concepts, products, and strategies in a clear, understandable way to help clients make informed decisions—training and support providedDevelop Customized Financial Plans • We will train you to help clients. You will create tailored solutions for • retirement, investments, insurance needs, budgeting and family legacy planning, and business succession planning.Commit to Ongoing Learning and Professional Growth • We provide all the training courses you will need to obtain your professional licenses. We pay for your insurance and FINRA license exams. We also provide tuition reimbursement to help you obtain a financial designation such as ChFC®, RICP®, or CFP® • Stay current on financial industry trends and complete required training and licensing to build your expertise and credibility over time