Insurance broker jobs in Bayonne, NJ - Page 3Create job alerts

Job Description About Parento Parento is the first provider for paid parental leave insurance, distributing the first and only paid parental leave insurance and parental support program. Our holistic program enables companies to offer paid maternity and paternity leave to all employees. Designed to support working parents while alleviating HR's workload, Parento's white glove leave concierge handles the complexities of leave management, payroll calculations, compliance, and claims, while providing emotional and parent coaching for employees. Our proprietary program boasts a 95% return-to-work rate and guides employees through the process before, during, and after leave to ensure a seamless re-onboarding. Role We're hiring a Director of Sales who is both a top‑tier closer and a builder of systems, people, and process. You will be a player-coach, owning key deals while mentoring a small team, creating stand up repeatable sales motions across direct and broker channels and partnering tightly with Marketing to drive pipeline and learnings. This is a sleeves‑rolled‑up role reporting to the CEO. Responsibilities • Own revenue: Prospect, run full‑cycle deals, and close new business while setting standards for discovery, demos, negotiation and forecasting, • Build the engine: Design and implement our sales strategy, operating cadence, and playbooks partnering with the broader team where necessary (e.g. ICP, messaging, qualification, pricing, proposals, and objection handling). Enable the sales team to close deals at market-leading rates., • Scale the team: Recruit, onboard and coach the sales team; establish goals, enablement, and performance management., • Broker & partner channels: Activate and grow benefits brokers and PEOs in partnership with our VP of Partnerships and Sales Consultants; create tiered engagement plans, trainings, and co‑marketing., • Process & metrics: Stand up rigorous pipeline hygiene, stage definitions, and forecasting rhythm; create dashboards for conversion, win rates, sales cycle and channel ROI. A strong focus on results and outcomes is essential., • Marketing partnership: Partner with Marketing to fully develop an integrated funnel from lead to close; run closed‑loop feedback on campaigns, content, and offers; share market intel and VOC., • Cross‑functional leadership: Partner with the broader team and senior leadership on packaging, pricing, implementation readiness, and renewals/expansion., • Compliance & credibility: Represent Parento with employers and intermediaries; maintain/obtain producer licensing (as needed). What Success Looks Like (first 6–12 months) • 3–4x qualified pipeline coverage and accurate monthly forecasts., • Documented sales playbooks and enablement assets in use across the team., • Activated broker program with prioritized national/regional partners and repeatable co‑sell motion., • Clear funnel benchmarks (MQL→SQL→Opportunity→Close) and improved conversion at 1–2 targeted stages. Detailed metrics and dashboards to document progress., • Shortened sales cycle and increased ACV through refined deal strategy. Desired Skills • Startup Experience: Success establishing a sales team at an early stage startup in SaaS, insurtech, or similar B2B business; general startup experience, required., • Player‑coach DNA: Proven full‑cycle closer who has also hired, coached, and scaled small teams (Series A → Series B)., • Domain: B2B rewards/HRtech or health insurance background preferred; experience with benefits brokers/consultants a plus., • Channel expertise: Experience building broker/partner programs (brokers, PEOs, marketplaces) and running trainings, spiffs, and joint plans., • Builder mindset: Comfortable creating process, not just running it—CRM architecture, playbooks, comp plans, territories, and quarterly business reviews., • Strategic + analytical: Can segment markets, size opportunities, set targets, and use data to iterate. Fluent with HubSpot preferred., • Communication & leadership: Crisp storyteller, strong executive presence and a collaborative operator who creates alignment across teams. Nice to Have • Experience selling health insurance and partnering with brokers (with broad directory of existing connections), • Sold to HR/People, Finance, or Total Rewards leaders at SMB–mid‑market, • Experience launching a new category or benefit Location & Travel • US‑based, remote‑friendly; ~20% travel for customer, broker, and event activities. Compensation & Benefits • Competitive base + variable + equity., • Paid parental & family leave., • Opportunity to build a category‑defining company with real social impact.

Job DescriptionCompany Description Do you have a personality and passion for a career in sales and hospitality but have not had the opportunity to break into the luxury travel industry? Are you someone who enjoys connecting with high-net-worth individuals to build long-lasting client relationships? If so, our Manhattan office is searching for their next Private Jet Sales Consultant! Apply today to connect with a member of our recruitment team. WHO IS AIR CHARTER SERVICE Air Charter Service (ACS) is a leading aircraft charter company that provides passenger and cargo aircraft charters worldwide. To put it simply, we are the middle person between the clients and the operator. Our Sales Consultants manage the full travel/sales cycle so all our clients have to do is fly! Our clients consist of high-net-worth individuals, CEOs, celebrities, the rich and famous, and many more! With offices across the globe, including North America, South America, Europe, CIS, Africa, the Middle East, Asia, and Australasia, ACS offers personalized charter solutions using local knowledge. ACS is a rapidly growing company, generating over $1 billion in revenue and arranging more than 30,000 charter flights annually. Job Description A DAY IN THE LIFE • Building your list of potential clients by researching internal and external databases, websites and social media, • Pro-actively targeting your list through outbound sales calls, emails and visits (both face-to-face and virtual) and converting them from potential clients in to ACS clients, • Building relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements, • Develop and maintain relationships with clients to ensure repeat business, • Ensure you are consistently exceeding both your sales activity and financial targets, • Confirming company procedures are being followed in a methodical and chronological way to ensure protection of both ACS and the client, • Demonstrate an expert understanding of the aircraft and chartering process, • Managing charter bookings from inquiry to completion, • Flight watching/overseeing flight departures, • Building a wide and effective network of contacts inside and outside the organisation, • Make prompt, clear decisions which may involve tough choices or considered risksQualifications WHAT DO WE LOOK FOR • Outstanding written and verbal communication skills, • Excellent phone etiquette, • Willing to learn and adaptable, • Interest in aviation and sales, • High attention to detail, • Confident and resilient individual, • Open to travel, • Client facing, • Client relationships and client experience background, • Can commit to training on Long Island 2-3 days out of the week Additional Information TRAINING & TRAVEL • Award-winning professional training and one-on-one mentoring, • Opportunities for international and domestic travel or relocation, • International training based in our London HQ for 4 weeks in month 5, • Training based in our Long Island office 2-3 days out of the week, • A dynamic and fast-growing company, • Balance between independent and team-oriented work, • A welcoming, enjoyable, and interactive environment – seasonal events and team night outings, • Flexible start and end time hours, • $65,000 USD + 10% uncapped commission, • Clear path for career advancement from Trainee Broker to Director, • Job stability and leadership support of development, • Affordable health, dental, and vision insurance plans, • 401K retirement savings plan with generous employer match!, • Life insurance, • Paid maternity/paternity leave, • 20 days to start in vacation time and more earned each year, • Paid sick time, • 12 paid public holidays Diversity & Inclusion: Air Charter Service Inc. is proud to be an Equal Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. WHAT ARE THE NEXT STEPS? Submit your resume to us today and a member from our recruitment team will be in touch!

Job Description Firm Summary: Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit . Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion. As a Client Reporting Associate you will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting, you will also develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded. Position Responsibilities: • Manage the timely production and review of monthly statements for private placement policies by working closely with insurance companies and colleagues, • Obtain and upload large sets of data to a proprietary database to facilitate statements., • Efficiently reconcile data; understand and resolve any issues Build and update complex Excel models to generate and produce presentation-ready reports, by utilizing Excel tools such as VLOOKUP and PivotTables. Modify and improve Excel models to make them more user-friendly for other members of the Client Services team., • Develop and maintain excellent relationships with insurance company contacts, clients, and advisors, • Regularly communicate with clients and advisors, generally via email and sometimes by phone, to respond to inquiries, alert them to missed payments, provide information, etc., • Use insurance company software to run (or request from insurance companies) inforce policy illustrations., • Prepare periodic policy reviews for inforce policies using standard templates, • Create ad hoc presentations and spreadsheets based on client requests, • Facilitate all administrative aspects of requested policy changes, including the movement of money/fund allocations, as requested, • Obtain, understand, and present fund information available to clients, • Problem-solve client issues and escalate to higher level internal management when applicable, • Update and maintain client information and document all client transactions, • Adhere to broker-dealer compliance requirementsIdeal Candidate will Possess the Following:, • 3-5 Years Experience in Life Insurance or Financial Services (a plus), • Licensed – Series 6, 63, Life, Accident & Health (a plus), • Extremely detail-oriented, • Natural problem solver who can work on own initiative, and equally as well in a team, • Strong technical, organizational and prioritization skills, • Strong proficiency with Excel and Outlook, • Ability to pick-up and understand new software and technology relatively quickly, • Understanding of financial math concepts like gross and net rates of return, gain and loss, • Proactive with a can-do and will-do approach to work, • Deadline driven with the ability to work in a fast-paced environment, under pressureWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environmentCompensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Eligible for annual profit sharing bonus Ei6AuIMZu0

Job Description About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role Figure is a leader in the real-estate secured small business (SMB) finance space by enabling business owners to acquire secured funding in the fastest and most cost-efficient manner: tapping their home equity with a Figure HELOC. We are searching for a partner success associate to activate key Independent Sales Organization (ISO) and financing broker relationships. You will be responsible for ensuring SMB leads seamlessly flow through Figure's funnel. On a day-to-day basis, this means ensuring ISO/broker partners are able to easily submit financing opportunities to Figure and that small business owners are provided a best-in-class borrower experience. This is a revenue-generating, originations-focused role – and ideal candidates will have a strong background in partner relationship management, sales, and customer service. What You'll Do ISO/Broker sales & success: • Master Figure's products and our value propositions to SMB partners, • Build strong relationships with key partners while serving as primary day-to-day point of contact, • Manage the application pipeline throughout the day – identifying the highest-potential leads, coordinating with partners, and funding deals, • Address daily inquiries, via email and phone, from ISO/broker/lender partners, • Educate partners on Figure's partner technology stack and digital borrower application process, • Provide high-value program and product feedback across the Figure organization to consistently improve our SMB go-to-market, • Support the pipeline development and partner onboarding processes, • Establish and track key internal and external performance indicators (e.g. conversion/approval rates, best practices, etc.), • Optimize partner performance – including creative testing, payout optimization, and performance analysis, • Contribute to partnership strategy development and market expansion initiativesWhat We Look For, • 2-4 years of experience owning a revenue target in client- and/or partner-facing roles within the financial services space, • Understanding of small business finance and broker/ISO dynamics, • Excellent relationship management and communication skills, • Experience with CRM & analytics platforms (i.e., Salesforce, Tableau), • Experience with lender/funder platforms and processes (e.g. lead submission tools), • Exposure to the mortgage or secured lending space is a plus, • Compensation Range: $50,000 - $70,000, • Variable: $30-45k variable – uncapped with upside accelerators, • OTE: $100-115k, • Equity stock options package, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job DescriptionAre you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At NewYork Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial servicesindustry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationshipmanagement (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 smallbusinesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clientswhile helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement andsaving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years tocome. 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, personalizedcoaching from dedicated training professionals, and the ability to obtain industry professional designations. We are socommitted 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 beeligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performinginsurance 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 expertson hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract andretain 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 careinsurance, disability income insurance, and investment products such as mutual funds1through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop withyour clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise indifferent areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offerwealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,and other opportunities to engage with your fellow insurance agents.

Job Description About Coverdash Join the insurtech revolution that's making brokers more successful than ever. We are a rapidly growing, cutting-edge Series A insurtech startup backed by several world class VCs and angels including NYCA Partners (Acorns, Revolut, Gemini), Bling Capital (Lyft, Square, Instacart), and Expansion VC (Postmates, AngelList, Lemonade). You can read about us here in Tech Crunch and Business Insider! We're not just revolutionizing insurance for startups and small businesses—we're empowering brokers like you to close deals faster, serve more clients, and maximize your earning potential. Streamline Your Workflow: • Access top-tier insurers through one unified platform, • Generate instant quotes that used to take hours or days, • Eliminate tedious paperwork with automated applications and submissions, • Tap into our embedded partner network of banks, lenders, and SaaS providers, • Offer clients the convenience of instant online quotes and purchasing, • Provide transparent comparisons across multiple carriers Join Coverdash and be part of reshaping the future of business insurance while building the most successful practice of your career. The Opportunity Come join Coverdash’s Insurance Sales Team! As a Commercial Insurance Producer, you’ll help insure small to medium size commercial accounts, quote and rate new business leads, and assist in scaling a team of in-house insurance producers, all while becoming an SMB insurance expert. Our ideal candidate is someone who can thrive in a fast-paced startup environment. You'll benefit from tons of inbound traffic and warm leads, allowing you to focus exclusively on new business sales—no servicing required. What You'll Do: • Work closely with clients across multiple industries, leveraging your deep understanding of small business operations, • Provide expert risk management guidance to help businesses protect their assets, • Partner with almost every major insurance carrier to find the perfect coverage solutions What You’ll Be Responsible For • P&C Commercial insurance sales, • Prepare, market, and quote rates for new business, • Grow a profitable book of business by following up on leads in a timely manner, • Guide on risk management practices, • Build relationship with commercial underwriters, • 3-5 years of commercial insurance experience required, • Commercial lines P&C insurance license in good standing, • Experience with managing large volumes of inbound leads, • Experience navigating multiple insurance carriers for ratings and quotes, • Excellent written and verbal communication skills, • Excellent customer-facing skills, including telephone etiquette and email correspondence, • Ability to be resourceful, take initiative, and solve problems, • Ability to work in a fast-paced, startup environment and collaborate with other team members, • Excellent time management skills, • Ability to quickly learn and adopt new technology systems and software applications, • Bachelor’s Degree or related field or equivalent work experience, • Experience working with CRM/AMS and comparative rating platforms Our salary ranges are based on paying competitively for our size and industry and are one part of our total compensation package that also includes benefits and other perks. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future. Powered by JazzHR Kj3BuB9XZ6

Job Description About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here. Responsibilities: • Primary owner of P&L in one or multiple areas of energy business, • Build and maintain fundamental and quantitative trading models, • Work with risk to ensure compliance with agreed upon risk management metrics and sizing, • Liase side by side with senior energy traders to share best practices / learnings where applicable, • Learn proprietary methodologies and trading systems that support an established trading business, • Grow existing trades and P&L while identifying and pursue new opportunities, • Further responsibilities may be driven by the individual's interests and specific skills Requirements: • Energy trading experience required, • Self-starter with entrepreneurial spirit, • Able to learn quickly in a fast paced, high pressure environment, • Targeted ISO experience and knowledge of fundamental grid, • Detail oriented, organized, diligent, • Maintain composure and communicate clearly when under pressure, • Ability to succeed working as part of a diversified team, • Strong understanding of math, probability, and statistics, • High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus, • Advanced aptitude for problem solving and multitasking, • Proven track record with historical P&L preferred Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $120 – $175K + discretionary bonus eligibility DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR qlI7xWwGAE

Job DescriptionPT/FT Remote Life Insurance Sales Agent • FLEXIBLE HOURS, • REMOTE/WORK FROM HOME POSITION, • UNCAPPED COMMISSIONS, • NO SALES QUOTAS, • MENTORSHIP/COACHING, • AFFORDABLE LEADS PROGRAM, • DISCOUNTED LICENSING ONLINE COURSE, • OVER 30 OF THE TOP RATED CARRIERS

Job Description Odeon’s Trade Operations team plays a crucial role in supporting our trading activities, ensuring the smooth settlement of trades. We are seeking a detail-oriented individual with a passion for trade operations and a drive to excel in a fast-paced environment. Job location: 100% in office Responsibilities include: • Execute and reconcile trade settlements across execution platform and clearing broker, ensuring accuracy and efficiency., • Manage day-to-day trade operations activities, including trade allocations, support to trading desks, and liaising with clearing brokers., • Perform daily position and P&L reconciliation, as well as trade fail management, to mitigate risk and ensure smooth operations., • Facilitate the onboarding of new clients and maintenance of existing clients, providing exceptional service and support., • Prepare end-of-day reports and provide timely updates to management on trade operations activities and performance., • Assist in the development and enhancement of trade operations processes and systems., • Exceptional determination and follow-through when addressing trade-related discrepancies and challenges., • A highly enthusiastic individual, eager to dive into trade operations and contribute to the team’s success., • Skilled in leveraging various technological tools and systems to enhance trade operations., • Outstanding communication and interpersonal skills that foster effective collaboration with both internal and external stakeholders., • A keen eye for detail with an unwavering commitment to accuracy and quality in all facets of trade operations., • Robust critical thinking and problem-solving skills that drive innovative solutions., • Excellent organizational and time management abilities, enabling the prioritization of tasks effectively and meeting tight deadlines., • Ability to thrive in a collaborative, team-focused environment while building strong working relationships with colleagues., • Dedication to excellence, consistently performing duties at the highest possible level. Education and Experience • Bachelor's degree in finance, business, or a related discipline., • At least 2 years of experience in trade operations or a comparable position within the financial services sector., • Solid understanding of execution platforms and clearing brokers., • Proficient in advanced Excel techniques and skilled in leveraging technology to streamline trade operations., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $65,000 to $85,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree (Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Advisor Success Associate (ASA) to join our team. As an ASA, you will play a pivotal role in engaging with large RIA's (Registered Investment Advisors) and IBDs (Independent Broker Dealers), on behalf of Pontera. You'll find yourself with a massive opportunity for growth, with support from management and mentors. You'll gain invaluable sales experience in a place where your work and efforts will be instantly seen and felt. RESPONSIBILITIES • Research & Identify leads and generate new business through proactive outbound prospecting., • Conduct demo calls over Zoom with prospects., • Utilize excellent organizational skills to create and manage an accurate pipeline of prospects., • Collaborate with internal teams to deliver a relevant outbound engagement strategy to team prioritiesREQUIREMENTS, • Bachelors Degree, • Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation., • Exceptional presentation, verbal, and written communication skills., • Strong sense of urgency and professionalism, coupled with a persistent and proactive approach to work., • Demonstrated history of achieving outstanding performance results., • Basic understanding of the Financial Services industry.WHAT WE OFFER, • Compensation: Base $58,500 / OTE $75,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Broker Dealer Private Equity and Investment Management Opportunity Attention Wire House brokers and IAR’s: If you are looking for a higher payout and access to private equity products, in addition to your current investment business, we offer three clearing platforms, investment banking products, private equity products, and insurance. The ideal candidate is someone at a larger firm with a lower payout looking for an entrepreneurial environment to offer their customers access to more investment products like Private equity and investment banking opportunities. Series 7, 66, or 63 required. What we are looking for: • FINRA Series 7 and 66 or 63 license required, • Understanding of finance, investment banking, and investment management, • Strong people skills, network, self-starter, ambitious, engaging personality, • Well-organized with the ability to prioritize workload to complete tasks, • Strong communication and interpersonal skills, collaborative by nature, • Attention to detail and problem-solving ability NYC-based, 5-days per week in-office

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity on our Executive & Professional team for an experienced Financial Institutions Underwriter to join our East Region team in our New York office. We are seeking a diligent teammate who values a collaborative culture and is focused on profitability over top-line growth. Duties & Responsibilities: • Build and manage a book of business that is consistent with the team’s focus on profitable growth, • Expand on existing broker and customer relationships and develop new ones, • Underwrite efficiently without sacrificing discipline, diligence, and quality service, • Ability to work in a fast-paced environment with agility and decisiveness, • Underwrite complex and challenging risks while developing creative solutions for our partners, • Understand market conditions and how to respond as they evolve, • Be a positive reflection on the company by demonstrating integrity and leadership in the marketplace, • Effectively communicate BHSI’s value proposition to brokers and customers, • Work closely with our in-house claims team to help create a positive and transparent experience for our customers Qualifications, Skills, and Experience: • 2 to 10 years financial institution underwriting experience, • Strong technical skills in financial and stock analysis, • Solid understanding of policy forms and coverage, • Network of strong broker and client relationships, • Collaborative and team-focused mentality, • Strong communication skills including negotiation and presentation experience, • Willingness to travel, • BA/BS degree or equivalent experience BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is 110K to $175K, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

Job Description The Shannon Agency is thrilled to announce an opportunity for an Insurance Sales Agent to join our team in a fully remote capacity! We are seeking dedicated and career-minded individuals who are eager to help families safeguard their futures with life insurance and financial products. Partnered with esteemed A+ rated companies like Mutual of Omaha, you will be equipped to provide the best service to our clients. Prior experience as an insurance agent, health insurance agent, or in insurance sales is advantageous, but we also offer comprehensive training for newcomers post-licensure. A life insurance license is REQUIRED in your resident state. In this role, you will embody the following traits: · Customer service-oriented (people person is a must) · Results-driven while remaining humble and coachable · Self-disciplined and capable of working independently · Exceptional communication skills · Eager to grow swiftly and potentially fast-track into management · Passionate about making a positive impact on others As a member of the Shannon Agency, you will receive continuous support and resources to ensure your success. We pride ourselves on providing top-notch products and services to our clients. YES-- this is a sales position. NO-- There is no cold calling, door knocking, or high-pressure sales tactics! We engage exclusively with families and individuals who have requested our services. YES— You will benefit from a 100% commission-based income model along with company bonus potential (first-year full-time agents typically earn between $80k- $90k+). Requirements REQUIREMENTS Include: · Life and Health Insurance License for your resident state · OR a strong willingness to become licensed— we provide step-by-step guidance! · A professional demeanor while conducting business · Reliable internet connection and access to a computer or laptop · Valid driver’s license · Clean criminal record The Shannon Agency is seeking more than just traditional salespeople; we want individuals who are coachable, teachable, and trainable! We value highly motivated individuals who are serious about positively impacting their lives, their families, and the clients we serve. If this resonates with you, we invite you to apply! Benefits Other Benefits Include: · Independent broker with selected A rated carriers to ensure meeting every client’s needs with competitive pricing · Advanced Commissions and Bonuses · Flexible schedule-full time & part time positions available · Free Comprehensive training · A superior company culture of teamwork

Job Description 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 as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. 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 career?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet 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 recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to 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 clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients 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, 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. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 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 When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse you for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You’ll have significant income potential over time 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 568 recruiters at all levels in 2023 was $280,000. About New York Life • New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients., • To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients., • Awards & Accolades We’re proud of our financial strength, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer, • Chief Learning Officer: 2023 CLO Learning Elite Gold award. We’re proud the be recognized by organizations that also value diversity, • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity. We’re proud of the help we’ve provided and continue to provide to clients, • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion of life insurance protection in force (includes term, whole, and universal life) Martin (Junyang) Zhao Associate Partner New York Life Insurance Company 516-666-3937 285 Fulton St (One World Trade Center) 39th FL, New York, NY 10007 New York Life Insurance Company 51 Madison Avenue New York, NY 10010 AR10901.052024 SMRU5058493 (Exp.06.30.2025) Compensation: $120,000 Responsibilities: • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Become an associate partner on the management team after successfully completing all program requirements, • Recruit and develop your own team of financial professionals as an Associate Partner Qualifications:, • Some sales experience needed, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Requires strong self-discipline, a business mindset, and excellent time management skills.About Company New York Life offers a comprehensive suite of insurance and financial solutions designed to help individuals, families, and businesses build a secure future. As the largest mutual life insurance company in the U.S., our focus is on long-term value, not shareholder returns. We provide life insurance, retirement income, investment strategies, and estate planning tailored to each client’s needs. Our financial professionals take a relationship-based approach, delivering trusted guidance rooted in integrity and care. With over 175 years of financial strength and stability, New York Life is committed to helping clients protect what matters most, plan for the future, and leave a meaningful legacy.