Financial Services Professional - Advisor at New York Life - Washington DC - Virginia- Maryland – Bethesda, Maryland

Are you a leader who has the following traits?

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

If the answer is yes, consider becoming a financial professional and advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. 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 clients.

What We Offer

Training & Development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial designations. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing professionals.

Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth 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.

$100,000 + at plan earnings

• Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
• Cultivate relationships with a view to helping every family member or individual pursue financial security
• Grow your network by being involved in your community and professional groups
• Drive to add 50 new clients a year
• Work with business owners to implement strategies for employee retention and succession planning
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
• Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

• Bachelor’s degree in business administration, finance, or related field is required
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• 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
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

• Growth Mindset: This is a lifelong learning position
• Uncompromising integrity
• Strong communication skills
• Ability to successfully network and prospect for new clients
• Excellent calendar management skills
• An enterprising spirit is a trait of success
• Sales experience is strongly preferred
• Desire to make a change and help people as you grow your career
• Ability to engage your community and leverage personal networks and contacts
• Coachable and willing to learn is a must
• Bilingual a plus
• Valid life and health license preferred, but we can assist with that
• Valid FINRA Series 6 or 7 & 63/66 preferred but not required
• Bachelor’s degree preferred (Work/Business experience can be substituted for a college degree)

Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, 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 clients need us.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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.

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