Entry-Level Financial Professional & Advisor

New York Life•Bethesda, MD

11d

About The Position

Are you ready for a career pivot or growth opportunity? Consider New York Life. At New York Life, you’re in control of your career journey, and you drive a positive impact on the lives of clients every day. 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.

Requirements

Competitive
Business-Minded
Coachable
Communicative
Self-disciplined
Authentic
Growth Mindset
Uncompromising integrity
Strong communication skills
Ability to successfully network and prospect for new clients
Excellent calendar management skills
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

Nice To Haves

Sales experience is strongly preferred
Valid life and health license preferred, but we can assist with that
Valid FINRA Series 6 or 7 & 63/66 preferred but not required

Responsibilities

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
Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
Assess each client’s potential life and financial needs to create an individualized financial strategy that leverages the products and services suitable for the client
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Benefits

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume