Financial Professional- Advisor
11 days ago
Bethesda
Job Description Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • 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 ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training Support: Structured onboarding, licensing support, ongoing coaching, and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during the early stages, • Resources Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². Compensation Benefits You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits Compensation: $100,000 + at plan earnings Responsibilities: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • 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 Qualifications: • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role, • Track record of success and goal achievement, • Uncompromising integrity, • Ability to successfully build relationships, • Excellent calendar management skills, • Sales experience is preferred, • 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) About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force, • #1 largest mutual insurer in the U.S. ¹Based on revenue as reported by Fortune magazine June/July 2025