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Financial Professional

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: New York Life - Metro DC
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below

Join a team where your growth is our priority. At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you'll benefit from structured training, comprehensive mentorship, and support for obtaining necessary licenses. Our inclusive culture fosters collaboration and innovation, offering you access to a wide range of financial solutions and a flexible work environment.

With us, you'll have a clear path to leadership and strong income potential, making this role perfect whether you're an experienced professional or transitioning into the financial services industry. Let's build your future together—because when you succeed, we all succeed.

Responsibilities
  • Guide clients in creating personalized financial plans that align with their goals and aspirations.
  • Educate clients on a variety of insurance and financial products to ensure they make informed decisions.
  • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
  • Collaborate with team members to develop innovative strategies that enhance client satisfaction and business growth.
  • Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions.
  • Utilize company resources and tools to streamline processes and improve client service efficiency.
  • Participate in ongoing training and professional development to enhance your skills and knowledge base.
Qualifications
  • Ability to communicate complex financial concepts in a clear and engaging manner.
  • Proven track record of building and maintaining strong client relationships.
  • Familiarity with insurance products and financial services, including regulatory requirements.
  • Strong analytical skills to assess client needs and develop tailored financial plans.
  • Ability to work collaboratively within a team to drive client satisfaction and business growth.
  • Commitment to continuous learning and professional development in the financial industry.
Compensation

$80,000 - $120,000 per year

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