Fast Track to Management

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. To prepare for the future, we are
constantly innovating and looking ahead to find more ways to increase value for our clients.

Are you looking for a job where you can use your experience to propel your career into management?
At New York Life, we will invest in you from the start to help you learn and grow in a financial professional
career. We’ll train you in valuable skills, such as marketing, business development, recruiting and
customer relationship management, and provide you with the tools you need to further your career.
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 – motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other advanced degree?
In the New York Life Management Fast Track Program, you’ll start off as a financial professional, learning
how to sell our products, build client relationship, and meeting specific requirements* before
transitioning into a management role. You’ll then undergo a six-month intensive training program
designed to prime you for success as a manager. You will use that experience to understand how to
coach others to success.
What we offer
Your First Year You’ll learn firsthand about a financial professional’s role and day-to-day work by
working as a financial professional for the first year of your career journey with New York Life. We will
provide you with award-winning training, access to digital tools and a comprehensive product suite.
Training and Resources
You will gain an appreciation of the rich training we provide our financial professionals to help you
understand the strength & value of New York Life firsthand. Beyond this training and support, New York
Life will equip you with the resources 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.
Product Solutions
You will learn about our robust products and services that can help clients and their families achieve
their financial goals. Together with its subsidiaries, New York Life provides a range of competitive
insurance and financial 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. You will be required to hold
securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a Registered
Representative before you can offer investment products.

Your Transition to a Field Manager Role

After meeting specific requirements for the first 12 months as a financial professional*, you’ll be
equipped and empowered with a specialized six-month Associate Partner training program. We’ll help
you to lead and build your team of financial professionals. Throughout your career journey with New
York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of
management.

How we will compensate you
New York Life will value and reward your hard work and success. You’ll have significant income
potential, because our field managers’ compensation is directly aligned with their recruiting
performance and the production level of their team of financial professionals. The average income
among our 639 recruiters payable in 2021 based on 2020 production was $240,300.1 Additional benefits
include medical, dental, vision, a 401(k) and pension.2