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Experienced Financial Advisor - Agent

New York Life - Greater Washington DC - MarylandBethesda, Maryland, US

Posted 5 months ago

Description

Take your career further with the backing of a Fortune 100 industry leader.


At New York Life, you can build your business on a foundation of strength, stability, and long-term financial leadership. As the largest mutual life insurance company in the United States,¹ with top financial strength ratings² and a long-standing presence in MDRT,³ we provide the resources, credibility, and flexibility to help you grow on your terms.


Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers the opportunity to turn your experience into a business you own, backed by a company invested in your long-term success.


You’ll benefit from:

  • A highly respected brand that opens doors and builds client trust
  • Financial strength and stability that support long-term client relationships
  • Access to a broad portfolio of solutions to meet diverse client needs
  • Ongoing training, development, and a collaborative support network


At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last.


What You’ll Do

  • Develop and expand your own book of business through new client acquisition
  • 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 specialized training and professional development


What Sets This Role Apart

  • Training & Development: Structured onboarding, licensing support, coaching, and opportunities for professional credentials through The American College.
  • Tools to Grow Your Career: Proven sales, prospecting, and marketing resources to help attract and retain clients.
  • Comprehensive Solutions: Life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs.
  • Flexible Career Path: Pursue leadership, specialization or advisory services with Eagle Strategies LLC.⁵
  • Autonomy: Work from a New York Life office or independently while building your brand under New York Life or your own DBA.
  • Growth & Specialization: Build expertise in retirement planning,⁶ wealth advisory,⁷ estate planning and business solutions.
  • Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies.
  • Performance Rewards: Competitive incentives and recognition opportunities.
  • Peer Network: Mentorship, study groups and a collaborative professional community.


Compensation & Benefits

  • You have the power to determine your own income with our commission-based compensation
  • In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.⁸ 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 pension.⁹

 

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

Responsibilities

  • Expand and grow your practice!
  • Engage and network within your community and organizations to expand your brand
  • Work with families and professionals to establish and implement financial strategies to achieve and protect their goals.
  • Educate clients with the resources and solutions to help prepare for the unexpected life events/circumstances
  • Be active in the community, networking to build and expand your personal brand
  • Work with business owners to implement strategies for tax diversification, employee retention, and succession planning
  • Earn financial designations through our practice module program with the American College of Financial Services and our scholarships.
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Build a network of centers of influence and referral partners

Qualifications

  • Uncompromising integrity
  • Results driven
  • Track record of growth and success
  • Strong history of business development
  • Ability to originate and nurture leads
  • Ability to successfully expand centers of influence
  • Sales experience
  • Valid life and health license, preferred
  • Valid FINRA Series 6 or 7 & 63/65 or 66, preferred
  • Ability to apply processes and make into their own

Compensation

$130,000 - $130,000/year

About New York Life - Greater Washington DC - Maryland

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  

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