Entry-Level Financial Professional & Advisor

Overview

Explore an entry level financial professional and advisor role with New York Life in Bethesda, MD 20817. As a Fortune 100 company and a leader in financial services, New York Life will support your career from day one with training in marketing, client relationship management, and communication, plus a development team and sales support to guide your success. This position lets you help clients navigate retirement planning, college savings, tax diversification strategies, and preparation for unexpected events, with the opportunity to see the positive impact of your work for years to come as you grow personally and professionally alongside your clients.

Location

Bethesda, MD 20817

What We Look For

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

What We Offer

Training and development: Access an industry leading learning platform with personalized coaching from dedicated training professionals and the opportunity to earn industry designations. We subsidize training during your first two full-time contract years and may provide additional funds to support you while you complete the program. There is also an option to obtain financial designations. Top performers can earn sales incentives and participate in professional development trips.

Digital tools: You will have access to a suite of digital sales, prospecting, and marketing tools, with experts available to answer questions and resources to attract and retain clients through web, social, and email content.

Products and solutions: New York Life, along with its subsidiaries, offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, a FINRA and SIPC member licensed insurance agency. You can specialize and gain expertise in areas such as wealth management and advisory services through Eagle Strategies LLC, including estate planning strategies and business solutions.

Human guidance: You will join a strong team with peer groups, mentorship, and opportunities to engage with fellow insurance agents.

Compensation

$100,000+ at plan earnings

Responsibilities

• Identify and pursue new prospects, building solid relationships with clients as their trusted advisor
• Research and provide financial advice and strategies aligned with client risk tolerance and goals
• Educate clients on planning for their financial future to prepare for life events
• Cultivate relationships to help families and individuals pursue financial security
• Grow your network by engaging with communities and professional groups
• Aim to add 50 new clients each year
• Work with business owners on employee retention and succession planning strategies
• Expand knowledge and pursue specializations through the New York Life training curriculum
• Assess each client’s life and financial needs to craft a tailored strategy using suitable products and services
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from a trusted financial professional

Qualifications

• Growth mindset and commitment to lifelong learning
• Uncompromising integrity
• Strong communication skills
• Ability to network and prospect for new clients
• Excellent calendar management
• Sales experience is strongly preferred
• Desire to make a meaningful change and help people as you grow your career
• Ability to engage your community and leverage personal networks
• Coachable and eager to learn
• Valid life and health license preferred, but we can assist with licensing
• Valid FINRA Series 6 or 7 and 63/66 preferred but not required

About the Company

New York Life aims to provide financial security and peace of mind through its investment and protection solutions. With a long history dating back to 1845, the company is a Fortune 100 leader committed to doing the right thing for clients and society. As a mutual company, it focuses on long term success for clients and is accountable to policyholders rather than outside investors.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.