Financial Services Professional - Advisor

New York Life - Washington DC - Virginia
- Maryland
• Bethesda , MD , US

Posted a day ago

Description

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Coachable
• Communicative

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身体 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 жұм goals.

You’ll alsoicators 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 hoof 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. 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…