Experienced Financial Professional

New York Life•Bethesda, MD

2d•$120,555•Hybrid

About The Position

Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you can build your business on a foundation of strength, stability and long-term financial leadership. As the largest mutual life insurance company in the United States,¹ with top financial strength ratings² and a long-standing presence in MDRT,³ we provide the resources, credibility and flexibility to help you grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers the opportunity to turn your experience into a business you own, backed by a company invested in your long-term success. You’ll benefit from: A highly respected brand that opens doors and builds client trust Financial strength and stability that support long-term client relationships Access to a broad portfolio of solutions to meet diverse client needs Ongoing training, development and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last.

Requirements

Uncompromising integrity
Results driven
Track record of growth and success
Strong history of business development
Ability to originate and nurture leads
Ability to successfully expand centers of influence
Sales experience
Ability to apply processes and make into their own

Nice To Haves

Valid life and health license, preferred
Valid FINRA Series 6 or 7 & 63/65 or 66, preferred

Responsibilities

Develop and expand your own book of business through new client acquisition
Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
Offer tailored solutions across insurance and financial products
Grow your knowledge and skills through specialized training and professional development
Expand and grow your practice!
Engage and network within your community and organizations to expand your brand
Work with families and professionals to establish and implement financial strategies to achieve and protect their goals.
Educate clients with the resources and solutions to help prepare for the unexpected life events/circumstances
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
Earn financial designations through our practice module program with the American College of Financial Services and our scholarships.
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Build a network of centers of influence and referral partners