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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job Description Chapman Automotive Group is proud to be one of the leading automotive groups in Arizona and Nevada, committed to delivering the best vehicle ownership experience through extraordinary customer service and support. We are looking for Express Technicians to perform high quality routine vehicle maintenance services that our customers depend on to keep their vehicles running optimally. As an Express Technician at Chapman, you will have the opportunity to learn from some of the industry’s most qualified technicians, building upon your current skills to enhance your knowledge and advance as a technician. Come join our team and jump-start your career! What We Offer: • Competitive Compensation!, • Professional Development: Access ongoing training and growth opportunities to advance your career., • Supportive Team Environment: Join a collaborative team where your contributions are valued., • Employee/Family Discounts: Enjoy discounts on vehicle purchases and services for you and your family., • Comprehensive Health Coverage: Essential medical, dental, and vision plans with low cost premiums and minimal out-of-pocket costs., • Onsite Nurse Practitioners: Access healthcare services and wellness support conveniently at work., • Flexible Spending Accounts (FSAs): Save on healthcare and dependent care expenses with pre-tax dollars., • Affordable Life and Disability Insurance: Cost-effective plans providing financial security for you and your loved ones., • Employee Assistance Program (EAP): Free, confidential support for personal and professional challenges, including counseling and financial advice., • 401(k) Retirement Plan: Competitive matching contributions and tax advantages to help grow your retirement savings., • Perform oil changes and install new oil filters and drain plugs., • Check and replenish vehicle fluids., • Check and replace batteries as needed., • Rotate, mount and balance tires according to vehicle specifications., • Complete minor services such as replacing filters, wiper blades, etc., • Perform multi-point inspections, taking detailed notes of vehicle condition and recommended maintenance for the Service Advisor to communicate to the customer., • Training from an automotive technology program or hands-on experience working at dealership or independent shop., • Experience performing routine vehicle maintenance services including oil changes, fluid exchanges and tire rotations., • ASE and/or factory certifications preferred., • Desire to learn and strengthen mechanical proficiency., • Basic computer skills., • A valid driver’s license and clean driving record are required.

Job Description Chapman Automotive Group is one of the largest, top performing automotive retailers across Arizona and Nevada. With over 1900 employees regionally, our workforce is a significant source of pride for our organization. Chapman has been family owned and operated since 1966, and we value the reputation we have built around our unique sales experience. Our rapid growth and resilient culture has cultivated an amazing place to work. Happy employees make happy customers, and we reward individuals who are committed, tenacious, and motivated. We are looking for passionate, talented professionals who want to be part of a fast paced environment which embraces career advancement, collaboration, and superior performance. Come join our team! We are looking for Experienced Level Service Technicians to join us at our Volkswagen dealership located in Tucson, AZ. Preferred candidates have experience working at a dealership. Successful candidates can work at a faster-than-average pace and have an eye for managing detail-work. If selected, you can expect to be in a constant state of learning. We have a robust training program that offers you advancement and learning opportunities to help you master your automotive technician skills. Job responsibilities include, but are not limited to: • Perform work specified on the repair order with efficiency, and in accordance with dealership processes, • Test-drive vehicles, and test components and systems, using diagnostic tools and special service equipment, • Diagnosing, maintaining, and repairing vehicle automotive systems including engine, transmission, electrical, steering, suspension, brakes, air conditioning, etc., • Communicate directly with the Service Advisor so that customers can be informed of any additional service needed; providing an estimate of time needed for additional repairs, • Executing repairs under warranty to manufacturer specifications Desired Skills, Qualifications, and Experience: • Must be an Automotive Service Technician Program graduate, • Dealership experience is preferred, • You are detail-oriented, analytical, and methodical, • You work with a sense of urgency, • Precise, thorough, and natural doer, • Possess a clean driving record and a valid driver's license (once relocated), • Willing to submit to a pre-employment drug screen and background check Our rewarding culture Chapman’s Culture provides a foundation for team members to build a successful career through camaraderie, innovation, growth, and employee engagement. At Chapman you’ll experience coworkers rooting for each other and inspiring others to succeed. We foster a positive, supportive, magnetic environment where our people want to come to work each and every day. Our guiding principles create an incredible employee experience, making our dynamic workforce happier. Our positive experience is translated through the relationships we have with each other, our customers, and every person we encounter. Our attractive benefits package We take care of our people with industry leading benefits which allows us - and you - to continue being amazing! We offer medical, dental, company paid and voluntary life insurance, onsite nurse practitioners, voluntary long-term and short-term disability, retirement and financial planning resources, holiday pay, paid time off, employee assistance program, training and development, employee/family car discount programs, and company contributions into 401(k).

Job Description About Us At Desert Rose Tax & Accounting, we don’t just file forms—we help people make better decisions with their money. We work with individuals and small businesses who value clarity, strategy, and proactive advice (and who appreciate answers that don’t require a decoder ring). We’re looking for a CPA or EA who enjoys working directly with clients, thinking through real-world tax issues, and being part of a collaborative, steady team. This role is ideal for someone who wants meaningful client relationships—not just a stack of returns dropped on their desk. If you like solving real problems, explaining tax concepts in plain English, and being trusted with responsibility, you’ll fit right in. Bonus points if you can explain depreciation without watching someone’s soul leave their body. If you prefer zero client interaction and permanent hiding behind spreadsheets… this may not be your people. This role is NOT a good fit if you: • Prefer minimal or no client interaction, • Want a fully remote position, • Are looking for a narrow, repetitive role with no planning or advisory work The Tax Accountant is a client-facing role responsible for preparing and reviewing tax returns, meeting with clients to discuss tax matters, reviewing accounting work for tax accuracy, and assisting with planning, compliance, and resolution work. In short: real clients, real decisions, and real impact—no return-factory assembly line here. Duties and Responsibilities (The Actual Work) • Prepare and review federal and state income tax returns for individuals and small businesses, • Meet with clients to review returns, discuss tax positions, and provide guidance, • Review bookkeeping and accounting work to ensure accuracy and tax readiness, • Prepare and review financial statements, including profit & loss and balance sheets, • Assist clients with tax planning and strategy throughout the year, • Respond to IRS and state tax authority notices on behalf of clients, • Assist with tax audits, notices, and resolution matters, • Maintain awareness of filing deadlines and ensure timely compliance, • Research tax issues and recommend alternative treatments to reduce tax burden where appropriate, • Assist with implementation and improvement of tax and accounting processes, • Coordinate with internal team members on client matters and special projects, • Maintain confidentiality and professional standards at all times, • Bachelor’s degree in Accounting or related field, • CPA or EA license required, • 1–3 years of public accounting or tax preparation experience preferred, • Strong understanding of individual and small business taxation, • Solid accounting fundamentals and attention to detail, • Ability to research tax issues and apply guidance appropriately, • Strong written and verbal communication skills, • Ability to manage multiple priorities and deadlines, • Professional judgment, discretion, and reliability, • Analytical Thinking – Synthesizes information, identifies issues, and applies sound judgment, • Problem Solving – Identifies problems, evaluates options, and implements solutions, • Client Communication – Explains complex tax concepts clearly and professionally, • Technical Skills – Continues to build tax and accounting knowledge and shares expertise, • Quality & Accuracy – Demonstrates thoroughness and attention to detail, • Productivity – Manages time effectively and meets deadlines without sacrificing quality You’ll probably love working here if you: • Enjoy talking with clients and being seen as a trusted advisor—not just a form-filler, • Like solving puzzles, spotting issues before they become problems, and explaining the why, • Appreciate structure, clear expectations, and teammates who pull their weight, • Want to keep learning and sharpening your tax and accounting skills, • Job Type: Full-Time, • Schedule: Monday–Friday, 7:30 AM – 4:00 PM (standard hours), • Work Location: In person (Tucson, AZ) with limited hybrid flexibility on select days, • 401(k) with employer matching, • Health, dental, and vision insurance, • Life, disability, and AD&D insurance, • Health Savings Account (HSA) & Flexible Spending Account (FSA), • Paid time off and paid sick time, • Continuing education and licensing support, • Tuition reimbursement, • Employee assistance program Tax season is busy—there’s no way around it. From January through April, workloads increase and deadlines matter. We believe in working hard without burning people out: • Clear expectations and planning ahead, • Reasonable hours relative to public accounting norms, • Team support when things get heavy Why Work at Desert Rose • Client-focused firm with an emphasis on quality, accuracy, and long-term relationships, • Collaborative, supportive team environment—no siloed misery, • Leadership that respects professional judgment and common sense, • Opportunity to deepen client relationships and grow professionally over time, • Candidates must be authorized to work in the United States; sponsorship is not available for this role. If you’re looking for a place where your skills are valued and your work actually matters, we’d love to hear from you. If not, we wish you accurate depreciation schedules wherever you land.

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $140,500 at plan earnings Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • 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 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 clientsQualifications:, • A Bachelor’s degree in business administration, finance, or a related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Compensation: $60,000 - $70,000 yearly Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Build and maintain long-term relationships with clients., • Understand clients’ needs and recommend tailored insurance and financial solutions., • Educate clients about life insurance options, retirement planning, and wealth management strategies., • Develop and execute a personal marketing plan to attract and retain clients., • Participate in ongoing professional development and New York Life training programs., • Achieve or exceed sales goals set by the company.Qualifications:, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Strong relationship management skills and/or experience required, • Must have the ability to successfully network and prospect for new clients, • Bachelor's degree preferred; high school diploma or equivalent required., • Strong interpersonal, communication, and relationship-building skills., • Self-motivated, goal-oriented, and disciplined., • Prior experience in sales, finance, or insurance is a plus, but not required., • Ability to obtain a life and health insurance license (sponsorship and training provided)., • Commitment to ethics, professionalism, and excellence.About Company Keeping a promise to help you protect and prosper for over 175 years At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company. We are the largest mutual insurer in the U.S. New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street. We answer to our policy owners, not to Wall Street New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

Job Description Insurance Sales Representative Brad Anderson Farmers Insurance Agency (Tucson, AZ) Overview The Brad Anderson Farmers Insurance Agency in Tucson, Arizona is hiring an Insurance Sales Representative to join our growing team. Our agency is up to big things! We provide Auto, Home, Business and Life insurance to help protect our clients and their assets. We proudly serve the Tucson area and the entire state of Arizona. Are you a motivated, relationship-driven professional who thrives in a customer-focused sales environment? What We Offer Competitive based starting salary with production-based increases + bonuses Warm inbound leads Paid training including Insurance Sales Lab, Farmers University, and mentoring Clear career path with advancement opportunities including potential agency ownership Flexible scheduling once trained Monthly incentives, team celebrations, and community involvement Why Join the Brad Anderson Agency? We're a locally trusted, relationship-driven insurance agency that prioritizes growth, coaching, and community involvement. Youll receive strong support, proven systems, and meaningful opportunities to build a long-term career. Questions we are Often Asked: What kind of training will I receive? We invest in our team members to help them succeed and achieve their personal, professional, and financial goals. You will receive award-winning product and sales training exclusively offered in our agency. Is prior insurance sales experience required? No! You dont need to know anything about insurance or insurance sales to apply. We provide all the product and sales training that youll need to be successful! What is the culture like in your company? We have a competitive culture where we expect a lot from ourselves and each other; however, we support one another to ensure that we all succeed and have an enjoyable work environment. What would my career growth plan look like? Successful team members in our organization have the opportunity to advance within the Farmers agency system. Will I have to purchase my own leads? Absolutely not! We provide all the leads! Our salespeople never have to worry about reaching out to their friends or family and asking them for business. Is this a commission-only position? Absolutely not! Our compensation plan is unmatched in the marketplace. Competitive based starting salary with production-based increases + bonuses What can I reasonably expect to make in the first year? If you follow our sales process, at the very least you can expect to make $70,000 in your first year with your salary and bonuses. If you're looking to be part of something remarkable, and if this career opportunity sounds like something you would like to be a part of, then apply today! Ready to Grow Your Career? If you're ready to join a team that values your effort and invests in your success, apply today and take the next step in your professional journey! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Hands on Training Mon-Fri Schedule Career Growth Opportunities Responsibilities What You'll Do Engage with high-quality inbound leads from strong marketing and community partnerships Build relationships with prospects throughout the greater Tucson Area Educate customers on personal lines products (home, auto, umbrella, life, specialty) Create tailored coverage recommendations using the vast array of Farmers tools Track activity and pipeline progression in an agency provided CRM Follow a proven sales process designed for success Serve as a trusted advisor to local families Requirements What We're Looking For Outgoing communicator with strong people skills Sales experience preferred but not required Strong attention to detail and ability to follow structured workflows Posses or have a willingness to obtain P&C and Life/Health licenses (assistance provided) Self-motivated, goal-oriented, and eager to grow Passion for serving the local Tucson community

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $77,000+ at plan earnings Responsibilities: • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Make an impact in your community, • As a Financial Sales Advisor, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better, • You’ll help clients navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle, • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfiedQualifications:, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Required to effectively network to identify potential new clients, • The ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients, • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description Job Description We are looking for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk alongside our clients, building relationships, and providing experience driven advice. Our Senior CFP® Advisor will be attentive to the needs of the client and the company, communicative, team oriented, and ethically sound. We support our team members through continuing educational opportunities and mentorship. Our Senior CFP® Advisor will be eager to mentor the staff and aspire to become a partner. If you’re a team player that focuses on the details and provides a holistic approach to financial planning that goes beyond our competition, we would like to talk to you! Responsibilities Meet with clients and prospects to understand their current circumstances and goals. Analyze the information presented by the client or prospect to determine how we may be able to help. Develop and present a plan to help optimize their current financial situation. Implement the financial plan once put into place and adjust over time as needed. Meet with clients regularly to monitor investments and financial planning items. Build relationships with current and prospective clients to help maintain and grow the client base. Preferred Skills Strong desire to mentor and lead a team. Vast knowledge of industry standards and regulations. Experience with MS Office, CRM systems (Redtail), Financial Planning software. Exceptional Customer Service skills. Excellent written and verbal communication skills. Requirements CFP®, Series 7 and 66 (63/65) – must be current. Actively licensed in AZ for Health, Life, and Disability insurance. 10+ years of experience as a Financial Advisor. Clean U4 history. Professional presentation, pride in oneself and your work. Organized, detail oriented, exceptional follow-up and follow-through skills. Ability to make personal connections, engage and educate clients, ask open-ended questions, and have active listening skills. Ability to establish trust quickly and build lasting relationships. Highly proficient in compliance and operational procedures. Salary Based on experience and current client base. Team and Advisor bonus plans. Benefits Health Insurance – Employer pays 100% of employee’s premium. Life Insurance – Employer pays for $50,000 benefit, additional coverage available at employee’s expense. Long Term Disability Insurance – Employer pays 100% of premium. HSA Match - Up to $1,000 annually. 401(k) Profit Sharing Plan. Options to sign up for dental, vision and family medical. Schedule Office Hours: Monday through Friday, 8:30am – 5:00pm. Location: 1647 N Swan Rd, Tucson, AZ 85712 (In person only, no remote work). Company DescriptionTocco Financial Services is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. Tocco Financial Services remains in the top 0.5% of all LPL affiliated firms year after year, placing us in LPL’s premier Executive Council. We achieve this level of success by cultivating a dedicated and cohesive team. We value each member of our team and are looking to expand to meet the growing demand of the Tucson market. Our firm’s growth and new business is based on an 86.5% referral rate. For this reason, this position does not require typical prospecting or cold calls.Tocco Financial Services is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. Tocco Financial Services remains in the top 0.5% of all LPL affiliated firms year after year, placing us in LPL’s premier Executive Council. We achieve this level of success by cultivating a dedicated and cohesive team. We value each member of our team and are looking to expand to meet the growing demand of the Tucson market. Our firm’s growth and new business is based on an 86.5% referral rate. For this reason, this position does not require typical prospecting or cold calls.

Job Description At New York Life, our mission is providing peace of mind. As a Licensed Financial Advisor, you'll empower individuals and families to achieve financial security through our robust insurance, annuity, and investment solutions. Integrity and humanity guide our every interaction, ensuring our policy owners feel valued and supported. Here, you'll be part of a mutual company that prioritizes policy owners above all else, offering you the opportunity to build long-lasting, meaningful relationships. If you're passionate about making a real difference and providing exceptional service, join us in continuing a legacy of trust and stability that spans over 175 years. We're seeking an experienced financial advisor who thrives in a collaborative environment and enjoys helping clients meet their financial goals. Your success will be supported by a commitment to innovation and professional growth, offering you opportunities for career advancement in a company that values work-life balance. With your industry knowledge, communication skills, and attention to detail, you'll be a key player in upholding our promise to be there for our policy owners when they need us most. Ready to take the next step in your career? Apply today and become part of a team that’s here for good, both in business and society. Compensation: $100,000+ yearly Responsibilities: • Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals, • Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs, • Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • A bachelor’s degree in business administration, finance, or a related field is required, • Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vitalAbout Company Keeping a promise to help you protect and prosper for over 175 years At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company. We are the largest mutual insurer in the U.S. New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street. We answer to our policy owners, not to Wall Street New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

Job Description Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Sales Manager FLSA: Non-Exempt (Hourly + Incentives) Hours of Operation: Monday-Friday 10AM-7PM Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred., • Bilingual proficiency in English and Spanish qualifies for additional compensation. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

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We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

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