Financial Advisor

New York Life•Bethesda, MD

About The Position

Want more control and options in your practice? Do you want to offer more solutions that you have no access to now? Do you want to have the flexibility of a business owner but the backing and support of a strong company? Do you seek a strong compensation structure that doesn't change? What we’re looking for...advisors that quite honestly want more. More freedom, more control, more solutions for clients, more training and support, more compensation, more benefits, and more opportunities. At New York Life, you hold the reins to your career journey, blending independence with robust support. It’s truly the best of both worlds! You have the opportunity to expand and grow your practice, backed by a Fortune 100 company that has been in the industry for 181 years and is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States, boasting the highest financial strength ratings currently awarded to any life insurer in the country. Our brokerage arm, NYLIFE Securities, and Eagle Strategies, our advisory arm, offer flexibility and independence. You are able to assist clients as their needs arise and change. You are in control of your career journey, and you have the ability to drive a positive impact on the lives of clients every day. Already have a client base? No problem, you can add the power of New York Life to your practice. What We Offer Training & Development: We’ll equip and train you at any level 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 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. A team of specialists is available to help you and your clients from protection to advanced planning. Expand and grow your practice!

Requirements

Uncompromising integrity
Strong communication skills
Strong organizational skills
Strong calendar management skills
Business development history
Ability to originate leads
Track record of success
Ability to successfully network and prospect for new clients
Sales experience is strongly preferred
Ability to network and engage your community
Valid life and health license, preferred
Valid FINRA Series 6 or 7 & 63/66 preferred but not required
Proven success

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
Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
Drive to add 60 new clients a year
Be active in the community, networking to build and expand your personal brand
Work with business owners to implement strategies for tax diversification, employee retention, and succession planning
Advance learning and earn specializations and certifications by following the New York Life training curriculum and practice models
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

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