Financial Services Professional- Entry-Level

New York Life - Washington DC - Virginia- Maryland

Financial Services Professional- Entry-Level

Bethesda, MD
Paid
  • Responsibilities

    Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day. At New York Life and NYLIFE Securities, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as 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 provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. 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 your clients. What we offer... Training and 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 business. We even have a program where you can obtain financial designations. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing professionals. 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 your clients with web, social, and email content. Products and 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 your 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 by 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: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • 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 • Work with business owners to implement strategies for employee retention and succession planning • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time 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 • 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 life and health license preferred, but we an assist with that • Valid FINRA Series 6 or 7 & 63/66 preferred but not required • Bachelor’s degree preferred (Work/Business experience can be substituted for a college degree) Compensation: $100,000+ commission at plan

    • 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 encounterCultivate 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 • Work with business owners to implement strategies for employee retention and succession planning • 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

  • Compensation
    $100,000 per year