Entry Level Financial Services Professional/Advisor

New York Life • Bethesda, MD

20h

About The Position

Driven, resilient professionals wanted. Are you ready for a career pivot or growth opportunity? Consider New York Life and NYLIFE Securities. 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 leader in the financial services industry, will invest in you from the start, training you in invaluable skills such as financial, marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. 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 help clients 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

• Track record of success and goal achievement
• 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
• Sales experience is preferred
• Drive to succeed
• Ability to engage your community and leverage personal networks and contacts
• Coachable

Nice To Haves

• Valid life and health license preferred, but we can assist with that
• Valid FINRA Series 6 or 7 & 63/66 preferred but not required (we can assist you with this)

Responsibilities

• Develop and provide financial advice and strategies that are suitable based on financial and goal objectives
• 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
• Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Benefits

• Industry-leading learning platform
• Personalized coaching from dedicated training professionals
• Ability to obtain industry professional designations
• Subsidized training in the first two full-time contract years
• Additional funds to help keep you on your feet while you complete our training program and grow your career
• Program to obtain financial licenses and designations
• Suite of digital sales, prospecting, and marketing tools
• Experts on hand to answer your questions
• Peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed