Financial Services Professional - Advisor

New York Life•Bethesda, MD

About The Position

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.

Requirements

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
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
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)

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
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

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.

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