Entry-Level Financial Professional & Advisor

Overview

Consider joining New York Life in the Bethesda, MD area (20817) for a career with growth potential and meaningful impact. In this role, you guide your own professional path while making a positive difference in the lives of clients each day. As a Fortune 100 leader in the financial services sector, New York Life invests in your development from day one, offering training in marketing, client relationship management, and communication, plus access to a dedicated development team and sales support to help you succeed. This is more than a sales position; it is a purposeful career focused on helping individuals, families, and small businesses plan for retirement, college saving, tax diversification, and unplanned events. You will see the results of your work over time and continue to grow alongside your clients.

What We Offer

• Training & Development: A comprehensive program that combines an industry-leading learning platform, personalized coaching from dedicated training professionals, and the opportunity to earn industry designations. We subsidize training during your first two full-time contract years and may provide additional funds if you qualify to support completion of the program. There is also a pathway to obtain financial designations, plus rewards through sales incentives and professional-development trips for top performers.
• Digital Tools: Access to day-to-day resources and expert guidance, along with a suite of digital sales, prospecting, and marketing tools to attract and retain clients through web, social, and email content.
• Products & Solutions: A broad range of offerings including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds via NYLIFE Securities LLC (FINRA and SIPC member), a Licensed Insurance Agency. You can specialize as a financial advisor with Eagle Strategies LLC, providing wealth management, estate planning, and business solutions.
• Human Guidance: Strong peer support, mentorship, study groups, and opportunities to connect with fellow insurance professionals.

Compensation

$100,000 plus at plan earnings.

Responsibilities

• Identify and approach new prospects consistently and establish relationships as a trusted advisor for new clients.
• Research and tailor financial advice aligned with client risk tolerance and objectives.
• Engage clients to educate them on planning for the future and preparation for life events or uncertainties.
• Cultivate relationships to help family members or individuals pursue financial security.
• Grow your network by participating in community and professional groups.
• Aim to add about 50 new clients per year.
• Work with business owners to implement employee retention and succession planning strategies.
• Continue expanding knowledge within the financial industry by following the training curriculum and pursuing specializations.
• Assess each client’s potential life and financial needs to craft an individualized strategy using suitable products and services.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from professional financial guidance.

Qualifications

• Growth mindset and commitment to lifelong learning.
• Uncompromising integrity and strong communication skills.
• Proven ability to network and prospect for new clients.
• Excellent calendar management skills.
• Sales experience is strongly preferred.
• Desire to help others and grow your career while engaging with the community and leveraging personal networks.
• Coachable and eager to learn is essential.
• Valid life and health license preferred, with assistance available to obtain it.
• Valid FINRA Series 6 or 7 and 63/66 preferred but not required.

About the Company

New York Life is dedicated to providing financial security and peace of mind through investment and protection solutions. Operating with confidence and humility, we serve as long-term stewards for clients. Founded in 1845, we are a durable industry leader committed to doing the right thing for business and society. Our purpose is to be there when clients need us. We are a Fortune 100 company with a history spanning more than 180 years, helping generations of Americans protect their families and reach their financial goals. As a mutual company, we are accountable to policyholders, not external investors, prioritizing long-term client outcomes. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.