Job description

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If yes, consider becoming a Financial Professional to drive 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 valuable 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...
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 job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.

As an 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 your clients.

What we offer...
Training and development
We’ll equip and train you with a multi-faceted 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 years, providing you with additional funds to help keep you balance your income while you complete our training program and grow your business.

You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing agents and advisors.

Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care 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, and Individual Disability Insurance, ensuring that the solutions you develop with your 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.

Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.

How we will compensate you.
You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351.

Individual agent performance dictates this income.

Additional benefits include medical, dental, vision, a 401(k) and pension.

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 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Awards & Accolades...
We’re proud of our financial strength.

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

We’re proud of our position in the industry.

• Training Magazine 2021: Top Companies for Learning and Development
• Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.
• JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings

We’re proud to be recognized by organizations that also value diversity.

• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized
• LATINA Style 2019: Company of the Year
• Forbes 2019: America’s Best Employers for Diversity
• Diversity Inc 2018: Top 50 Companies for Diversity

We’re proud of the help we’ve provided and continue to provide our clients.7

• 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies)
• $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying

policy dividends paid)

• $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products)
• Over 29,000 professionals hired (includes company employees along with contracted financial professionals)

Program description and qualifications

For our 18-month Management Fast Track Program, we’re looking for goal-driven leaders who are eager to build and develop their own unit of financial professionals.

Entrepreneurial professionals who are destined to build and lead teams join New York Life with a vision for their career and a strong sense of purpose. You may qualify for the program if you’ve completed your MBA within the past 24 months, have management experience, or have owned a business.

Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas:

• Listening and presenting
• Cultivating relationships
• Connecting emotionally
• Simplifying complex topics
• Educating and coaching

As a candidate of the Fast Track Management Program, you’ll join New York Life as a financial professional to gain hands-on experience. Once you have met the program requirements, which typically takes 12 months, you’ll be eligible for a promotion to Associate Partner.

You’ll build and lead your own team with the support of a Fortune 100 company. Our development managers and product consultants will support you in teaching your financial professionals everything they’ll need to know.

Compensation and benefits New York Life will value and reward your hard work. The average annual income in 2020 among our recruiters was $240,300.3

Our comprehensive benefits package includes:

• Health/Dental/Life/Disability
• A 401(k) plan (after one year of service)
• A defined benefit pension plan (subject to eligibility and vesting requirements)4
• Reimbursement for certain company-approved industry designations

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
1. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and aNewYork
Life company.
2. As reflected by company data. Historical company data is provided forinformational purposes only. Agentincome is not guaranteed. Income is
dependent upon the sales of each agent. Individuals reflected sold atleast one life insurance policy.
3. NewYork Life reserves the rightto amend orterminate any benefit plans, inwhole orin part, at any time.
4. NewYork Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurerin the U.S.
from all four majorrating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++ (7/22/20), Fitch Ratings AAA (as of 12/10/20),
Moody’s Aaa (as of 1/6/21), and Standard & Poor’s AA+ (as of 10/14/20).
5. Full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
6. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula thatweights nine criteria to create an overall score.
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries including New York Life
Insurance and Annuity Corporation for the 12 months ending December 31, 2020.

Benefit Conditions:

• Only full-time employees eligible

Work Remotely

• Yes

Job Type: Full-time

Pay: $60,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

COVID-19 considerations:
We are in a full workforce capacity

Application Question(s):

• Do you feel like you earn what you are worth?
• Do you see yourself retiring from your current role and/or company?
• Are you today where you thought you'd be 3-5 years ago?

Education:

• Bachelor's (Preferred)

Experience:

• Sales Experience: 2 years (Preferred)

License/Certification:

• Driver's License (Preferred)
• Life Insurance License (Preferred)
• FINRA License (Preferred)

Work Location: Multiple Locations

Job Type: Full-time

Pay: $60,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Work Location: Hybrid remote in Fort Worth, TX 76102

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