Experienced Financial Advisor - Agent

New York Life; Bethesda (MD); On-site; USD 111,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Long-term disability

401(k)

Pension

Education opportunities

Consulting resources

Job summary

New York Life is growing in the Greater DC area and seeks strong financial advisors and agents to expand our DMV footprint. Leverage a trusted brand, broad product solutions, ongoing training, and a supportive network to build lasting client relationships.

Compensation is commission-based with attractive benefits, including medical, dental, life, long-term disability, a 401(k) and pension, plus education opportunities and access to a team of product consultants and independent advisory resources.

Responsibilities

• Develop and expand your own book of business through new client acquisition
• Integrate New York Life solutions into existing practices
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products

Job description

New York Life is growing in the Greater DC area. We are looking for strong financial advisors and agents to continue to expand our DMV footprint. Take your practice further with the resources and backing of an industry leader with a history of achievement and success. Have an impact on others while having flexibility and support. New York Life stands tall as the largest mutual life insurance company in the United States, with top financial strength ratings² and a long-standing presence in MDRT,³ you can build your business on a foundation of strength, stability, and long-term financial leadership. Our brokerage arm, NYLIFE Securities, offers flexibility and independence, enabling us to assist clients as their needs arise and change. Eagle Strategies, our advisory arm, adds fee-based planning to our advisors\' arsenal. Put this all together, and you get a diversified financial powerhouse.

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
• Company investment in you in terms of education opportunities, strong compensation structure, including full benefits, including 401(k) and pension
• A bench of support from a team of product consultants you can bring to your team (without cost to you)

What You’ll Do

• Develop and expand your own book of business through new client acquisition
• Integrate New York Life solutions into existing practices
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products

What Sets This Role Apart

• Training & Development: Structured processes, development, licensing support, coaching, and opportunities for professional credentials through The American College.
• Tools to Grow Your Career: Proven sales tools, prospecting, ai and marketing resources to aid in attracting clients and cultivating existing relationships.
• 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), additional resources through our advisory arm Eagle Strategies—to meet diverse client needs.
• Flexible Career Path: Grow your practice, pursue leadership, specialization, or other internal paths. The choice is up to you, and we can assist you along your desired path.
• Autonomy: As a financial leader, you can work from a New York Life office or independently under New York Life or your own DBA. Build your book of business with people you want to work with, from the younger individuals just starting out to those enjoying retirement. It is up to you.
• Growth & Specialization: Build expertise in retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. We have a practice model program where you can earn your financial designations.
• Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies.
• Performance Rewards: Competitive incentives and recognition opportunities.
• Peer Network: Study groups and a collaborative professional community, local and nationally.

Compensation & Benefits

• You have the power to determine your own income with our commission-based compensation
• In 2024, the national average income of our financial professionals was $120,555.⁸ (Local area averages may vary.) 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
• Additional subsidies available for qualified agents.
• Expense allowance for eligible agents/advisors

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

Compensation: $130,000+ formula based at plan