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Financial Services Professional - Advisor

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

Posted 6 months ago

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

Responsibilities

  • 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
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Identify, seek, and establish prospects continuously and create 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

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)

Compensation

$100,000 - $100,000/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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