Financial Advisor Professional EntryLevel
New York Life - Washington DC - Virginia- Maryland, Bethesda, MD, United States
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. 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 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. Are you a driven individual with the following traits?
Competitive
Business‑Minded
Coachable
Communicative
Self‑disciplined
Authentic
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 licenses and designations.
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.
Responsibilities
Customize financial plans for each client based on potential life changes and changing financial needs
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
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
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
Valid life and health license preferred, but we can assist with that
Valid FINRA Series 6 or 7 & 63/66 preferred but not required
Compensation
$100,000 + at plan earnings
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Competitive
Business‑Minded
Coachable
Communicative
Self‑disciplined
Authentic
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 licenses and designations.
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.
Responsibilities
Customize financial plans for each client based on potential life changes and changing financial needs
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
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
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
Valid life and health license preferred, but we can assist with that
Valid FINRA Series 6 or 7 & 63/66 preferred but not required
Compensation
$100,000 + at plan earnings
#J-18808-Ljbffr