Accounting jobs in NY - Page 2

JOB TITLE: Patient Care Coordinator STATUS: ☐ Exempt ☒ Non-Exempt DIRECT REPORTS: ☐ YES ☒ NO REPORTS TO: Operations Program Manager CLINICAL: ☒ YES ☐ NO DEPARTMENT: Operations JOB SITE: All MMD Centers ** PRIMARY PURPOSE** Represent the company as the center’s first point of contact, greeting patients and key stakeholders upon entry into the center and via phone and digital communications. Accurately complete patient registration, insurance verification and patient collections. Drive a positive patient experience through execution of clinical and administrative duties. ** ESSENTIAL JOB DUTIES** Primarily accountable for specific functions and results. Ranked by descending order of importance. Not exhaustive and subject to change as necessary RANK ESSENTIAL FUNCTION DESCRIPTION Clinical Responsibilities Approximately 80% 1. Greet patients upon entering the center. 2. Register patients for visits carefully and efficiently. 3. Verify patient insurance and collect patient payments accurately. 4. Answer and route phone calls, taking and delivering messages as needed. 5. Respond to and resolve patient questions and issues, as needed. 6. Document patient information in the EMR accurately and completely. 7. Direct patient throughput and flow in the waiting area, engaging in patient service recovery, as needed. Administrative Responsibilities Approximately 15% 1. Organize office supplies at the front desk according to company best practice, restocking as needed. 2. Ensure the cleanliness and appearance of the waiting area for patients. 3. Complete daily procedure checklists. 4. Maintain 100% compliance with company trainings and policies. 5. Welcome new team members and provide support, as needed. 6. Engage in local marketing and marketing events, as needed. 7. Respond to and execute on email communications timely. Additional Responsibilities/Cross-Training Approximately 5% 1. Assist with intake duties when back-office staff are not available, including but not limited to: a. Collecting vitals, physical stats, and medical history. b. Performing point-of-care testing. c. Retrieving lab and ancillary test results for review by provider. d. Documenting any clinical services performed in the EMR. e. Ensuring patients are roomed, examined, and discharged timely. 2. Additional responsibilities as assigned. LICENSES & CERTIFICATES N/A – No licenses or certifications required. ** ** ** EDUCATION, COMPETENCIES & EXPERIENCE** 1. High school diploma or equivalent (minimum required). 2. Minimum of one (1) years’ experience working in a customer service setting, preferably in healthcare. 3. Strong customer service skills with a friendly and positive/enthusiastic presentation. 4. Strong attention to detail while maintaining a high level of organization. 5. Ability to work effectively with multiple managers and key stakeholders in a fast-paced environment. 6. Excellent interpersonal, communication, and diplomacy skills – team player who takes initiative and maintains a professional demeanor across all interactions. 7. Fluency in Spanish, Bengali, Arabic, Creole, French, or Hindi, a plus. ** PHYSICAL DEMANDS** Computer work which may require repetitive motions and remaining in a stationary position for extended periods of time Positioning, transporting, and/or installation of equipment or materials with weight load of up to 25lbs Traverse across different areas of the office/clinic and/or to different office/clinic locations Observation of details at close range (within a few feet of the observer) ** EQUAL EMPLOYMENT OPPORTUNITY STATEMENT** ModernMD is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. ModernMD makes hiring decisions based solely on qualifications, merit, and business needs at the time. EMPLOYEE ACKNOWLEDGEMENT I have reviewed this job description and understand all my job duties and responsibilities. I am able to perform the essential functions as outlined. I understand that my job may change on a temporary or regular basis according to the needs of my location or department without it being specifically included in the job description. If I have any questions about job duties not specified in this description that I am asked to perform, I should discuss them with my immediate supervisor or a member of the Human Resources staff. I further understand that future performance evaluations and merit increases to my pay are based on my ability to perform the duties and responsibilities outline in this job description to the satisfaction of my immediate supervisor.

Be Apart of A a growing brand. We're looking for an entry-level Sales Manager, to help grow our brand. After a year and a half + we're ready to build our "start-up" team. Who We Are Creole Worship is a fast-growing digital magazine: a Christian-Haitian music digital magazine that is dedicated to spreading the message of Jesus Christ through the Haitian style of music & culture for Haitians and people all around the world: We want to encourage & enable people to worship the Lord in Haitian Kreyol. Additionally positively boosting the community. We are growing fast and need to build a team to better accomplish our mission and grow even more. About You & The Job This is an Entry Level Hybrid Position The ideal candidate will possess strong leadership skills, a decent understanding of market dynamics, and some track record in or related to sales and account management. This role requires a strategic thinker who can analyze market trends, develop effective sales strategies, and foster relationships to enhance business development. We are open to training and unexperienced go-getters, who will receive real-time challenging experience that'll boost any resume. Most of our communication will be done online but quarterly and other occasional team meetings may be in-person. Duties Your job is to essentially make & keep Creole Worship profitable. - Contacting potential sales individuals, and businesses for client conversion. - Analyze market trends to identify new opportunities for growth and expansion. - Develop and implement effective sales strategies that align with business goals. - Oversee outside sales activities, ensuring proper execution of sales plans. - Manage key accounts, building strong client relationships to ensure satisfaction and retention. - Crafting & executing sales pitches for Sponsored posts, advertisements, and other sales opportunities. - Managing and modifying our (advertising) product - Conduct communication & execute strategies to market sales products year-round - Collaborate with team members to align promotional strategies with sales objectives. Skills - Proficient in analyzing market data to inform strategic decisions. - Proven experience in outside sales and account management. - Technologically adept - Familiarity with CRM software for effective customer relationship management. - Excellent communication and interpersonal skills to build rapport with clients and team members. - Strong business development acumen with the ability to identify new markets and opportunities. - Great communication skills to communicate with the founder & team members to align all efforts and strategize with the overall mission and goals. - MUST speak great English - PREFERRED Haitian Kreyol speakers - PREFERRED French Speakers - * Kringlish is fine as long you're willing to continue learning to speak, write, and communicate in Haitian Kreyol* Pay ** THIS POSITION DOES NOT PAY** We want to pay you but cannot just yet. We are still growing and haven't fully reached profitability goals. Though as we cross this goal and others we will compensate team members/employees generously. We can only offer company benefits like quarterly team dinners and in-field experience. We are in a growth state: building out our first team. You will get to be a part of Creole Worship's first team and help us grow our impact, good works, and reach. Which means carving out the beginnings of a department run by you. If you are passionate about driving sales success and leading a high-performing team, we encourage you to apply for this exciting opportunity. ***We are not discriminatory against any persons or race but do highly encourage Christians, Haitians, Haitian-Americans, Haitian descendants, and people of color to apply. As this aligns with our mission to spread the message of Jesus Christ and uplift/support our community.

As a Virtual Sales Representative at Jenkins Brother Films, you will be responsible for contacting prospects from a provided call log and ensuring they follow our social media accounts and become subscribers. This is a commission-based role with a focus on building our online presence through personalized outreach. This role is a 60-day position, with the potential for future opportunities based on performance. Key Responsibilities: Contact prospects from a provided call log via phone, email, or social media outreach. Encourage prospects to follow Jenkins Brother Films’ social media accounts and subscribe to our channels. Track and report daily activities and conversions. Build and maintain a positive relationship with potential subscribers. Meet daily/weekly outreach goals to maximize subscriber acquisition. Compensation: $10 per new subscriber. Commission-based, with potential to earn based on performance. Flexible schedule (up to 3 days per week). Ideal Candidate: Motivated, self-driven, and comfortable working independently. Strong communication skills, both written and verbal. Comfortable using social media platforms and online tools. Prior sales or outreach experience is a plus, but not required. Ideal for a stay-at-home parent, student, or anyone looking to earn additional income with a flexible schedule. Requirements: Access to a computer, internet, and phone for outreach. Ability to manage time effectively and meet performance goals. Must be reliable, organized, and detail-oriented. Availability to work up to 3 days per week for the 60-day duration of the role.

What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security being part of a larger tried, tested and approved establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded with-in a Fortune 500company with 174 years of market experience. Join the teams of likeminded entrepreneurs. Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customer’s loyalty. . Desired Skills and Experience · 4-year College Degree · Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile” · Articulate communicator both verbally and written · Prior sales and/or business experience preferred · High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner · Fully capable of working individually, highly adaptable to a team environment Training, Development & Benefits New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan. The NYL multifaceted system includes: · In conjunction with in office trainings, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want! · We have Fast Track to Management opportunities for qualified professionals once established in the career. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 178 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2023 on the Fortune 500. New York Life is the Largest Mutual Insurer in the U.S1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 2023. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations. 1 New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” New York Life Insurance Company is an equal opportunity employer M/ F/ Veteran/ Disability/ Sexual Orientation/ Gender Identity. Job Type: Full-time Pay: $85,000.00 - $105,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Parental leave Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to commute/relocate: Staten Island, NY 10314: Reliably commute or planning to relocate before starting work (Required) Experience: Customer service: 1 year (Preferred) Work Location: Hybrid remote in Staten Island, NY 10314

Veronique is looking for a Sales Support Assistant to help manage primarily support the Sales Team and manage back-office functions. The role is focused on managing post-sales closing activities. There is opportunity for account management too, based on performance. Responsibilities Customer and Visitor Support: - Answering calls and assisting customers, including connecting them to the team members - Handling basic customer inquiries (e.g., shipment schedules, product arrivals) - Receiving and distributing mail/packages, - Attending to visitors (e.g., providing refreshments, connecting with team members) Out-of-office Tasks: - Handling pickup and drop-off, based on team members’ requests Shipping Tasks: - Domestic Shipping: Packaging, labeling, and coordinating with logistics companies, sharing commercial invoices and tracking numbers with customers, and confirming successful delivery - Global Shipping: Preparing labels, adjusting invoices, and checking for errors on items for global shipments Sample Organization and Management: - Preparing showrooms and samples for meetings and organizing them afterward - Labeling pouches and tagging samples - Updating new sample lists and recording returns, rejections, and repaired items Order Requests and Confirmation Emails: - Follow team members' instructions to prepare order requests and communicate with respective stakeholders - Supporting the full sales process, with opportunity to potentially manage customers based on performance Qualifications Required Qualifications: - Experience in sales or sales support, logistics, and customer service - Strong communication and collaboration skills - Being a team player and helping where needed - High attention to detail and ability to handle tasks simultaneously - Ability to learn quickly and efficiently while managing various tasks - Ability to adapt to high-pace, changing work environments and business needs - Ability to manage and clean data, as needed - Basic computer skills (MS Office, etc.) Preferred Qualifications: - Experience in logistics or shipping is preferred - Experience working in a multinational environment - English communication skills are a strong plus

We are seeking a detail-oriented and knowledgeable MCA Debt Specialist to join our team. In this role, you will be responsible for managing and resolving debt-related issues for clients, ensuring compliance with relevant regulations, and providing exceptional customer service. The ideal candidate will possess strong analytical skills and a solid understanding of financial processes. Duties Analyze client accounts to identify outstanding debts and discrepancies. Utilize financial software to track payments, manage accounts receivable, and handle accounts payable efficiently. clients in understanding their financial obligations. Communicate effectively with clients to explain debt resolution options and payment plans. Maintain up-to-date knowledge of industry regulations and best practices related to debt collection and management. Prepare reports on account status and provide recommendations for improving financial processes. Requirements Certification as a Debt Specialist or relevant financial certification preferred. Strong mathematical skills with the ability to analyze financial data accurately. Ability to use accounting software and financial management tools. Experience in revenue cycle management, accounts payable, and accounts receivable is a plus. Excellent communication skills, both verbal and written, with a customer-focused approach. Ability to work independently as well as part of a team in a fast-paced environment. Strong attention to detail and organizational skills are essential for success in this role. Excellent negotiation skills required

Our Body Shop is searching for an Experienced Accountant/Bookkeeper to grow with our Team! CARSTAR Hudson Collision is looking for an honest, professional, skilled Accounting Staff Member with exceptional professionalism, customer service, and interpersonal skills. If you would like your career focused on a bright and successful future apply now. Do you thrive in a fast paced, professional environment? Are you an enthusiastic and trustworthy individual with a strong work ethic? Collision Center Accounting Clerk / Accounts Payable / Accounts Receivable / Body Shop Customer Support Duties include: Process Accounts Payable (A/P) Invoices Reconcile A/P statements: Work with Collision Center personnel to ensure all invoices are posted and scanned Post payments as needed Handle customer (internal/external) concerns or problems by notifying a manager immediately, whether it be on phone or in person Handle deposits as needed Maintain a complete understanding of CSR/CSS duties in order to fill-in as needed Filing Answering Telephones Others Tasks as deemed necessary Collision Center Accounting Clerk / Accounts Payable / Accounts Receivable / Body Shop Customer Support Qualifications: Accounts Payable and/or Receivable experience Dealership or Collision Center a plus Strong clerical, computer skills High School Diploma or GED required Administrative support background is required Ability to communicate verbally and in writing in a professional manner Better than average ability in filing, tracking, and following up on paperwork Highly organized, detail-oriented multi-tasker

Job Title: Full Time Stylist Reports To: Store Manager and Assistant Store Manager As a Ramy Brook Key Holder/ Sales Associate you are responsible for delivering an outstanding customer experience, building our brand one customer at a time, and driving our business through sales. With the Key Holder addition, you will also be responsible for opening/ closing the store. You should embody a strong commitment to the overall customer experience, fashion and style sensibility, and exceptional skills in selling. Principal Accountabilities: · Drive for results · Team Player · Cultivate the customer experience · Represent the brand · Operationally Savvy Responsibilities: · Achieve sales plans on monthly and quarterly basis · Ensure a high level of customer service through stellar selling skills · Assess customer needs and provide information on product features · Grow personal client book by building and developing trustworthy and genuine relationships with customers · Consistently having a positive attitude and modeling behavior that is reflective of the brands values · Demonstrate a high level of both maturity and integrity · Contribute to an atmosphere that is positive, fun, productive, professional, and team oriented · Complete daily opening and closing procedures · Keeping compliant with all company operations and procedures · Accurately process all POS transactions and capture customers information Required Skills: · Retail sales experience · Must have open availability for a flexible work schedule to meet the needs of the business · Strong communication and interpersonal skills · Results oriented and sales driven · Proven track record in achieving sales quotas · Friendly and energetic personality with a focus on fashion styling

Major Home Healthcare Agency in Queens New York has multiple full time positions for a hardworking warmhearted, detail-oriented, responsible, well-mannered, ambitious, energetic, English-Chinese (Mandarin-Cantonese) tri-lingual individuals to work in various departments. Responsibilities and Duties include but not limited to: Coordinator: - Review/verify authorizations and referrals - Receive and establish new patient accounts - Coordinate with patients and HHAs for ideal/optimized schedule match - Respond to and handle patient complaints - Update/maintain accurate patient and caregivers record in online platform - Pre-billing verification - Incident reporting - Implement compliance and disciplinary measures and assist in disciplinary actions - Work as liaison between insurance companies, case managers, patient families - HHA eXchange platform experience definitely a plus - Type 30+ WPM preferred - Proficient in English, Mandarin, Cantonese. Spanish a big plus Work Remotely No Job Type : Full-time Pay : $20.00 - $23.00 per hour Benefits : 401(k) Health insurance Paid time off Schedule: 8 hour shift Work Location: In person

We are seeking an organized and detail-oriented Accounts Payable Clerk to join our team. The ideal candidate will be responsible for processing invoices, managing expense reports, and assisting with month-end closing activities. Responsibilities - Process a high volume of invoices accurately and efficiently - Reconcile vendor statements and resolve discrepancies - Assist with month-end closing activities - Prepare and process electronic transfers and payments - Maintain accurate records of accounts payable transactions - Communicate with vendors regarding payment status - Assist with audits by providing necessary documentation Qualifications - Proficiency in accounting software such as Sage, Mass500 - Strong understanding of journal entries and accounts payable processes - Knowledge of accounts receivable principles - Excellent organizational skills and meticulous attention to detail. - Strong verbal and written communication skills for effective interaction with vendors and team members. - Ability to identify and resolve issues. - High school diploma or equivalent required; an associate’s degree or higher in accounting or finance is a plus.

NOTE: This position requires fluency in American Sign Language (ASL). Deaf and hard-of-hearing candidates are highly encouraged to apply. About Us ICS stands as a beacon of inclusivity, accommodating the accessibility needs of the Deaf, Blind, and Non-English Speaking communities both domestically and globally. Central to our ethos is bridging linguistic and cultural barriers with bespoke, ethical, and cost-effective accessibility solutions, fostering genuine inclusion in the communities we serve. Location & Schedule - Must be located within 1-hour commute of our primary office (ZIP: 10027) - Minimum 20 hours per week (flexible schedule) - Opportunity for additional hours based on performance and service volume Primary Responsibilities: ❖ Studio Management ➢ Set up and maintain professional studio equipment including lighting, background, and camera systems ➢ Coordinate talent scheduling and studio access ➢ Manage studio productions to ensure timely deliverables and adherence to timelines ➢ Provide professional guidance and feedback to studio talent ➢ Collaborate with the Accessible Media Services (AMS) Coordinator on project requirements ➢ Submit recorded productions to the AMS Coordinator ➢ Assist with post-production editing (preferred) ❖ Marketing Assistant ➢ Write professional content for blogs, website, and email campaigns ➢ Create and edit videos ➢ Provide captioning for both English and ASL content ➢ Draft detailed image and video descriptions for accessibility ➢ Design graphics and marketing materials Equal Opportunity We are an equal opportunity employer committed to building an inclusive workplace environment. Priority consideration will be given to Deaf and hard-of-hearing applicants. Required Qualifications - Associates Degree or higher in a related field of study - Minimum 1 year experience in studio management - Fluency in American Sign Language (ASL) and written English - Proficiency in Adobe, Canva, and Blackmagic Design (or similar media editing software) - Strong organizational and time management skills - Detail oriented and feedback driven - Excellent communication abilities in both ASL and written English Preferred Skills - Experience with Canva - Familiarity with Google Workspace - Comfort with on-camera appearances for social media content - Video editing experience - Captioning experience Physical Requirements - Ability to access studio located on 3rd floor via stairs (no elevator access) - Capability to set up and manage studio equipment (20 lbs. maximum) Compensation & Benefits - Starting pay: Commensurate with experience - Benefits package includes: Health Reimbursement Account (HRA) - o 401(k) - o Paid Time Off (PTO) - o Commuter Benefits - Flexible working hours - Casual work attire - Growth opportunities - Relaxed atmosphere - 100% New majority team How to Apply Interested applicants should submit their resume and any samples of their marketing and/or studio production work. We look forward to hearing from you!

Job Summary We are seeking an experienced and dynamic General Manager to oversee the daily operations of our establishment. The ideal candidate will have a strong background in the food service and hospitality industry, with a proven track record in managing teams, budgeting, and ensuring exceptional customer service. The General Manager will be responsible for creating a positive work environment while driving operational excellence and profitability. Responsibilities Lead and manage all aspects of the restaurant operations, ensuring adherence to company standards and policies. Develop and implement effective budgeting strategies to optimize financial performance. Oversee kitchen operations, including menu planning, food preparation, and quality control to maintain high culinary standards. Train, develop, and supervise staff to enhance their skills and ensure top-notch service delivery. Foster a positive team culture that promotes collaboration, accountability, and employee engagement. Monitor customer feedback and implement improvements to enhance guest satisfaction. Ensure compliance with health and safety regulations within the kitchen and dining areas. Manage inventory levels and order supplies as needed to maintain operational efficiency. Collaborate with marketing teams to promote special events and drive business growth. Qualifications Proven experience in a management role within the food service or hospitality industry. Strong knowledge of budgeting processes and financial management principles. Experience in culinary operations with a focus on quality food service delivery. Excellent supervisory skills with the ability to motivate and develop team members. Familiarity with quick-service fast food restaurant operations is a plus. Strong communication skills, both verbal and written, with an emphasis on customer interaction. Ability to work in a fast-paced environment while maintaining attention to detail. A background in bartending or hospitality management is desirable but not required. Join our team as we strive for excellence in every aspect of our operation! Job Type: Full-time Pay: $17.00 - $20.00 per hour Benefits: Employee discount Flexible schedule Paid training Shift: Day shift Evening shift Night shift Experience: Food service: 2 years (Required) Restaurant experience: 2 years (Required) Management: 2 years (Required) Shift availability: Day Shift (Preferred) Night Shift (Preferred) Overnight Shift (Preferred) Work Location: In person

We are seeking a highly skilled and detail-oriented Controller with strong Ajera experience to oversee our company's financial operations. The ideal candidate will be responsible for managing financial reporting, budgeting, forecasting, and ensuring compliance with accounting standards. This role requires an expert in Ajera accounting software, and the ability to leverage it to optimize financial operations and improve decision-making processes.

Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* 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 sales 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 insurance agent, 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 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 your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. 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, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, 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,2 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.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 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.5 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 the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.7 • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2023/2024 Corporate Equality Index • Forbes 2023: America’s Best Employers for Diversity • Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide our clients.8 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.9 The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.