Financial Services Professional - Entry Level

Company: New York Life - Washington DC - Virginia- Maryland
Location: Bethesda
Posted on: April 1, 2025

Job Description:

Are you a high-performing professional? Are you making a career change? Is control and flexibility with your career important to you? Do you want to build a new career making a positive impact on others? Do you want the flexibility and opportunities of an entrepreneur while being a part of a Fortune 100 company? Consider New York Life and NYLIFE Securities!



Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader for over 179 years, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when clients need us.



Join the New York Life & NYLIFE Securities team as a financial service professional or advisor committed to bettering the lives of others. Build or expand your career by using New York Life's training, systems, solutions, and support with your clients who are looking for access, control, and flexibility to achieve and maintain a sound financial future.



Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. We are here to help you with your licenses and even specializations. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.



About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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.



Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as of 2024

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2024

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine. For methodology, please see http://fortune.com/fortune500/

Responsibilities:
--- Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
--- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
--- Network within your community, build relationships
--- Understand the needs and financial concerns of clients
--- Assess clients' potential life and financial needs and create and implement an individualized plan that can include investment solutions and protection solutions
--- Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
--- Promote customized ways for clients to achieve their long-term financial goals
--- Cultivate relationships with a view to helping every family member or individual pursue financial security
--- Build and expand your practice by establishing professional networks and prospecting for new clients
--- Implement social media and other marketing strategies to identify and seek prospects so you can foster strong, long-term relationships
--- Provide compassion and guidance to clients when unfortunate life circumstances arise
--- Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
--- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
--- Increase your knowledge within the financial industry and achieve specializations following the New York Life training curriculum

Qualifications:

--- Relationship management skills are required
--- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
--- Must have the ability to successfully network and prospect for new clients

--- 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
--- An enterprising spirit is a trait of success
--- Sales experience is strongly preferred
--- Desire to make a change and help people as you grow your career
--- Ability to engage your community and leverage personal networks and contacts
--- Coachable and willing to learn is a must
--- Valid FINRA Series 6 or 7 & 63/66 preferred but not required
--- Bachelor's degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for a college degree

About Company:
Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.



Everything we do has one overriding purpose: to be there when clients need us.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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 long-term success for clients.



New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Keywords: New York Life - Washington DC - Virginia- Maryland, Bethesda , Financial Services Professional - Entry Level, Accounting, Auditing , Bethesda, Maryland