Financial Professional — Impactful Client Solutions

New York Life Bethesda; Bethesda (MD); On-site; USD 40,000 - 90,000; Full time

Job summary

New York Life Bethesda is seeking an Insurance Agent to help clients achieve their financial goals by offering our broad product lines and personalized guidance. You will build a rewarding career by applying strong communication skills and entrepreneurial drive in a client-first environment.

The role emphasizes relationship-building, community engagement, and ongoing training. You’ll work with individuals, families, and businesses to tailor financial strategies, with support from local managers

Qualifications

• Sales experience preferred – entrepreneurial mindset.
• Strong communication skills.
• Desire to help others and build relationships.

Responsibilities

• Help clients achieve their financial goals with suitable product lines.
• Guide individuals, families and businesses toward appropriate financial strategies.
• Provide one-on-one support and guidance to clients and build lasting relationships.

Skills

Sales experience

Strong communication

Desire to help others

Strong business acumen

Perseverance

Engage community networks

Job description

New York Life Bethesda is seeking an Insurance Agent to help clients achieve their financial goals by offering our broad product lines and personalized guidance. You will build a rewarding career by applying strong communication skills and entrepreneurial drive in a client-first environment.

The role emphasizes relationship-building, community engagement, and ongoing training. You’ll work with individuals, families, and businesses to tailor financial strategies, with support from local managers